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 | $221,921 | $77,314+187.0% | $177,989+24.7% | $80,856+174.5% |
| Participation rate | 59.7% | 65.7%-6.0pp | 77.1%-17.4pp | 67.6%-8.0pp |
| Annual return | 9.71% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,451 | $2,292+50.6% | $3,949-12.6% | $2,755+25.3% |
| Participant deferral / active EE | $8,667 | $4,411+96.5% | $6,276+38.1% | $4,296+101.8% |
| Admin fee / account holder | $3,882 | $7,191-46.0% | $10,363-62.5% | $6,918-43.9% |