See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,855 | $159,602-21.1% | $150,045-16.1% | $142,382-11.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 3.87% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,512 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $4,823 | $8,310-42.0% | $7,997-39.7% | $6,507-25.9% |
| Admin fee / account holder | $528 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |