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 | $120,203 | $105,998+13.4% | $92,233+30.3% | $147,584-18.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 7.94% | 50.05%-42.1pp | 176.28%-168.3pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,151 | $4,333-50.4% | $3,679-41.5% | $4,876-55.9% |
| Participant deferral / active EE | $6,677 | $4,478+49.1% | $3,897+71.4% | $5,439+22.8% |
| Admin fee / account holder | $6,702 | $6,332+5.8% | $5,194+29.0% | $10,885-38.4% |