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 | $162,795 | $133,922+21.6% | $116,228+40.1% | $142,382+14.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 8.31% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,984 | $3,446-42.4% | $2,994-33.7% | $4,299-53.8% |
| Participant deferral / active EE | $4,539 | $5,672-20.0% | $4,953-8.4% | $6,507-30.2% |
| Admin fee / account holder | $71,592 | $14,945+379.0% | $11,989+497.1% | $12,624+467.1% |