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 | $124,929 | $88,751+40.8% | $81,812+52.7% | $145,922-14.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.18% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,037 | $3,083-66.4% | $2,912-64.4% | $4,660-77.7% |
| Participant deferral / active EE | $1,653 | $4,643-64.4% | $4,319-61.7% | $6,688-75.3% |
| Admin fee / account holder | $33,714 | $8,415+300.6% | $7,386+356.5% | $13,397+151.7% |