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 | $147,479 | $114,381+28.9% | $107,525+37.2% | $142,382+3.6% |
| Participation rate | 60.9% | 78.1%-17.3pp | 75.1%-14.2pp | 80.1%-19.3pp |
| Annual return | 11.00% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,682 | $4,015-8.3% | $3,754-1.9% | $4,299-14.4% |
| Participant deferral / active EE | $10,273 | $5,564+84.6% | $5,116+100.8% | $6,507+57.9% |
| Admin fee / account holder | $126,426 | $9,860+1182.2% | $8,919+1317.5% | $12,624+901.5% |