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 | $164,825 | $209,832-21.4% | $189,513-13.0% | $167,490-1.6% |
| Participation rate | 4.3% | 88.7%-84.3pp | 87.8%-83.5pp | 82.1%-77.8pp |
| Annual return | 8.32% | 748.27%-740.0pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,217 | $6,914-67.9% | $6,162-64.0% | $4,837-54.2% |
| Participant deferral / active EE | $4,540 | $8,935-49.2% | $8,221-44.8% | $6,341-28.4% |
| Admin fee / account holder | $6,181 | $14,293-56.8% | $12,045-48.7% | $12,309-49.8% |