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 | $219,854 | $209,832+4.8% | $189,513+16.0% | $167,490+31.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 2.61% | 748.27%-745.7pp | 555.15%-552.5pp | 478.56%-475.9pp |
| Employer contribution / active EE | $3,333 | $6,914-51.8% | $6,162-45.9% | $4,837-31.1% |
| Participant deferral / active EE | $12,483 | $8,935+39.7% | $8,221+51.8% | $6,341+96.8% |
| Admin fee / account holder | $57,962 | $14,293+305.5% | $12,045+381.2% | $12,309+370.9% |