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 | $210,950 | $157,256+34.1% | $141,162+49.4% | $152,861+38.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.4%-21.3pp |
| Annual return | 5.47% | 64.32%-58.9pp | 71.39%-65.9pp | 345.32%-339.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,044 | $7,109-43.1% | $6,709-39.7% | $5,850-30.9% |
| Admin fee / account holder | $5,034 | $12,120-58.5% | $10,261-50.9% | $11,596-56.6% |