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 | $132,376 | $105,998+24.9% | $92,233+43.5% | $147,584-10.3% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 9.45% | 50.05%-40.6pp | 176.28%-166.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,138 | $4,333-73.7% | $3,679-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,379 | $4,478-69.2% | $3,897-64.6% | $5,439-74.6% |
| Admin fee / account holder | $16,121 | $6,332+154.6% | $5,194+210.4% | $10,885+48.1% |