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 6-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 | $128,126 | $159,602-19.7% | $150,045-14.6% | $142,382-10.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.23% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,528 | $4,961-49.0% | $4,693-46.1% | $4,299-41.2% |
| Participant deferral / active EE | $9,493 | $8,310+14.2% | $7,997+18.7% | $6,507+45.9% |
| Admin fee / account holder | $354 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |