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 | $199,467 | $176,056+13.3% | $159,436+25.1% | $167,490+19.1% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 8.96% | 331.75%-322.8pp | 263.57%-254.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,052 | $5,297-61.3% | $4,829-57.5% | $4,837-57.6% |
| Participant deferral / active EE | $11,317 | $7,750+46.0% | $7,352+53.9% | $6,341+78.5% |
| Admin fee / account holder | $8,051 | $12,554-35.9% | $10,799-25.4% | $12,309-34.6% |