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 | $215,477 | $112,881+90.9% | $90,951+136.9% | $158,922+35.6% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 3.27% | 215.79%-212.5pp | 134.60%-131.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $406 | $2,893-86.0% | $2,122-80.9% | $4,761-91.5% |
| Participant deferral / active EE | $2,826 | $4,128-31.5% | $3,373-16.2% | $5,982-52.8% |
| Admin fee / account holder | $7,340 | $8,041-8.7% | $5,959+23.2% | $11,246-34.7% |