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 | $116,050 | $74,888+55.0% | $71,209+63.0% | $142,382-18.5% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 9.26% | 345.14%-335.9pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,647 | $2,854+62.8% | $2,721+70.8% | $4,299+8.1% |
| Participant deferral / active EE | $7,947 | $4,454+78.4% | $4,175+90.3% | $6,507+22.1% |
| Admin fee / account holder | $19,629 | $5,568+252.5% | $5,349+267.0% | $12,624+55.5% |