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 | $237,043 | $118,450+100.1% | $98,439+140.8% | $139,434+70.0% |
| Participation rate | 54.5% | 77.4%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 7.61% | 18.94%-11.3pp | 21.16%-13.5pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,867 | $3,609-48.3% | $3,048-38.8% | $4,751-60.7% |
| Participant deferral / active EE | $6,069 | $5,392+12.6% | $4,738+28.1% | $6,710-9.6% |
| Admin fee / account holder | $48,266 | $14,026+244.1% | $8,948+439.4% | $11,403+323.3% |