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 | $178,523 | $114,381+56.1% | $107,525+66.0% | $142,382+25.4% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 11.24% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,637 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $6,942 | $5,564+24.8% | $5,116+35.7% | $6,507+6.7% |
| Admin fee / account holder | $37,020 | $9,860+275.5% | $8,919+315.1% | $12,624+193.3% |