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 | $131,250 | $103,376+27.0% | $87,100+50.7% | $152,861-14.1% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 8.30% | 28.10%-19.8pp | 28.19%-19.9pp | 345.32%-337.0pp |
| Employer contribution / active EE | $2,284 | $3,220-29.1% | $2,521-9.4% | $4,762-52.0% |
| Participant deferral / active EE | $4,596 | $4,778-3.8% | $4,049+13.5% | $5,850-21.4% |
| Admin fee / account holder | $1,241 | $12,205-89.8% | $7,497-83.4% | $11,596-89.3% |