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 | $121,226 | $117,983+2.7% | $101,794+19.1% | $142,382-14.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 8.28% | 36.92%-28.6pp | 30.53%-22.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,618 | $2,773-41.7% | $2,289-29.3% | $4,299-62.4% |
| Participant deferral / active EE | $5,485 | $4,714+16.4% | $4,084+34.3% | $6,507-15.7% |
| Admin fee / account holder | $114,488 | $10,433+997.3% | $8,777+1204.4% | $12,624+806.9% |