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 | $205,645 | $114,381+79.8% | $107,525+91.3% | $142,382+44.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 10.44% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $7,507 | $4,015+87.0% | $3,754+100.0% | $4,299+74.6% |
| Participant deferral / active EE | $10,333 | $5,564+85.7% | $5,116+102.0% | $6,507+58.8% |
| Admin fee / account holder | $259,123 | $9,860+2528.0% | $8,919+2805.4% | $12,624+1952.7% |