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 | $232,004 | $159,602+45.4% | $150,045+54.6% | $142,382+62.9% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 9.54% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $6,219 | $4,961+25.4% | $4,693+32.5% | $4,299+44.6% |
| Participant deferral / active EE | $9,135 | $8,310+9.9% | $7,997+14.2% | $6,507+40.4% |
| Admin fee / account holder | $136,119 | $14,846+816.8% | $13,435+913.2% | $12,624+978.3% |