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 | $178,734 | $179,726-0.6% | $156,263+14.4% | $142,382+25.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 9.48% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,087 | $5,069-39.1% | $4,333-28.8% | $4,299-28.2% |
| Participant deferral / active EE | $5,423 | $6,956-22.0% | $6,158-11.9% | $6,507-16.7% |
| Admin fee / account holder | $24,668 | $17,272+42.8% | $14,255+73.1% | $12,624+95.4% |