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 | $155,582 | $217,402-28.4% | $185,823-16.3% | $167,490-7.1% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 4.18% | 148.36%-144.2pp | 122.05%-117.9pp | 478.56%-474.4pp |
| Employer contribution / active EE | $3,304 | $5,873-43.7% | $5,167-36.1% | $4,837-31.7% |
| Participant deferral / active EE | $17,333 | $6,356+172.7% | $5,568+211.3% | $6,341+173.3% |
| Admin fee / account holder | $16,303 | $19,811-17.7% | $16,237+0.4% | $12,309+32.4% |