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 | $142,002 | $175,202-18.9% | $149,673-5.1% | $139,434+1.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 10.58% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,363 | $5,474-38.6% | $4,818-30.2% | $4,751-29.2% |
| Participant deferral / active EE | $5,188 | $6,519-20.4% | $5,680-8.7% | $6,710-22.7% |
| Admin fee / account holder | $3,186 | $16,150-80.3% | $13,210-75.9% | $11,403-72.1% |