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 | $123,918 | $108,919+13.8% | $100,391+23.4% | $145,922-15.1% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 5.83% | 57.88%-52.1pp | 49.20%-43.4pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,868 | $4,419-57.7% | $3,942-52.6% | $4,660-59.9% |
| Participant deferral / active EE | $7,850 | $8,445-7.0% | $8,082-2.9% | $6,688+17.4% |
| Admin fee / account holder | $1,023 | $9,689-89.4% | $7,899-87.1% | $13,397-92.4% |