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 | $192,034 | $152,587+25.9% | $125,175+53.4% | $152,861+25.6% |
| Participation rate | 4.8% | 83.3%-78.6pp | 79.8%-75.0pp | 82.4%-77.7pp |
| Annual return | 3.99% | 54.84%-50.8pp | 43.79%-39.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,482 | $13,434-66.6% | $9,702-53.8% | $11,596-61.4% |