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 | $114,339 | $74,888+52.7% | $71,209+60.6% | $142,382-19.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 7.42% | 345.14%-337.7pp | 282.51%-275.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $6,262 | $2,854+119.4% | $2,721+130.1% | $4,299+45.7% |
| Participant deferral / active EE | $17,905 | $4,454+302.0% | $4,175+328.8% | $6,507+175.2% |
| Admin fee / account holder | $24,267 | $5,568+335.8% | $5,349+353.7% | $12,624+92.2% |