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 7-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 | $161,181 | $210,648-23.5% | $177,989-9.4% | $145,922+10.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 6.11% | 385.86%-379.7pp | 294.48%-288.4pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,324 | $4,565-49.1% | $3,949-41.1% | $4,660-50.1% |
| Participant deferral / active EE | $5,548 | $6,958-20.3% | $6,276-11.6% | $6,688-17.0% |
| Admin fee / account holder | $7,046 | $12,013-41.3% | $10,363-32.0% | $13,397-47.4% |