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 | $135,089 | $114,381+18.1% | $107,525+25.6% | $142,382-5.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 5.24% | 242.71%-237.5pp | 181.32%-176.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,592 | $4,015-35.4% | $3,754-30.9% | $4,299-39.7% |
| Participant deferral / active EE | $7,747 | $5,564+39.2% | $5,116+51.4% | $6,507+19.1% |
| Admin fee / account holder | $21,107 | $9,860+114.1% | $8,919+136.7% | $12,624+67.2% |