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 | $198,248 | $110,257+79.8% | $96,544+105.3% | $139,434+42.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 6.27% | 26.32%-20.0pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,503 | $3,620-30.9% | $2,965-15.6% | $4,751-47.3% |
| Participant deferral / active EE | $8,342 | $5,548+50.4% | $4,851+72.0% | $6,710+24.3% |
| Admin fee / account holder | $27,024 | $11,591+133.1% | $8,252+227.5% | $11,403+137.0% |