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 | $217,747 | $138,065+57.7% | $123,544+76.2% | $135,375+60.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.16% | 153.68%-164.8pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $5,252 | $5,151+1.9% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $10,235 | $6,799+50.5% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $3,667 | $10,916-66.4% | $9,284-60.5% | $10,827-66.1% |