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 | $139,056 | $109,982+26.4% | $97,226+43.0% | $145,922-4.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.73% | 242.90%-236.2pp | 75.13%-68.4pp | 561.29%-554.6pp |
| Employer contribution / active EE | $760 | $3,084-75.4% | $2,729-72.2% | $4,660-83.7% |
| Participant deferral / active EE | $1,166 | $4,676-75.1% | $4,264-72.6% | $6,688-82.6% |
| Admin fee / account holder | $476 | $6,221-92.3% | $5,654-91.6% | $13,397-96.4% |