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 | $242,019 | $159,602+51.6% | $150,045+61.3% | $142,382+70.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 12.07% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,011 | $4,961-79.6% | $4,693-78.5% | $4,299-76.5% |
| Participant deferral / active EE | $3,914 | $8,310-52.9% | $7,997-51.1% | $6,507-39.8% |
| Admin fee / account holder | $114,524 | $14,846+671.4% | $13,435+752.4% | $12,624+807.2% |