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 | $209,883 | $197,591+6.2% | $177,821+18.0% | $158,922+32.1% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | 6.20% | 58.76%-52.6pp | 48.32%-42.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $3,681 | $6,697-45.0% | $5,918-37.8% | $4,761-22.7% |
| Participant deferral / active EE | $3,635 | $8,405-56.8% | $7,714-52.9% | $5,982-39.2% |
| Admin fee / account holder | $20,812 | $15,399+35.1% | $12,427+67.5% | $11,246+85.1% |