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 | $200,696 | $107,334+87.0% | $92,893+116.1% | $152,861+31.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 3.18% | 145.58%-142.4pp | 109.41%-106.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,492 | $4,221-41.0% | $3,653-31.8% | $4,762-47.7% |
| Participant deferral / active EE | $3,358 | $4,845-30.7% | $4,236-20.7% | $5,850-42.6% |
| Admin fee / account holder | $1,620 | $7,079-77.1% | $5,794-72.0% | $11,596-86.0% |