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 | $218,806 | $115,770+89.0% | $101,248+116.1% | $158,922+37.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 6.04% | 56.14%-50.1pp | 46.47%-40.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $5,086 | $4,175+21.8% | $3,660+39.0% | $4,761+6.8% |
| Participant deferral / active EE | $6,333 | $4,957+27.8% | $4,370+44.9% | $5,982+5.9% |
| Admin fee / account holder | $13,344 | $7,245+84.2% | $5,945+124.4% | $11,246+18.7% |