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 | $215,876 | $217,402-0.7% | $185,823+16.2% | $167,490+28.9% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 6.14% | 148.36%-142.2pp | 122.05%-115.9pp | 478.56%-472.4pp |
| Employer contribution / active EE | $1,534 | $5,873-73.9% | $5,167-70.3% | $4,837-68.3% |
| Participant deferral / active EE | $3,402 | $6,356-46.5% | $5,568-38.9% | $6,341-46.4% |
| Admin fee / account holder | $2,775 | $19,811-86.0% | $16,237-82.9% | $12,309-77.5% |