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 | $150,902 | $127,065+18.8% | $113,168+33.3% | $142,382+6.0% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 8.45% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,453 | $3,442+0.3% | $2,975+16.1% | $4,299-19.7% |
| Participant deferral / active EE | $10,293 | $5,716+80.1% | $5,107+101.6% | $6,507+58.2% |
| Admin fee / account holder | $166,004 | $15,736+954.9% | $12,068+1275.6% | $12,624+1215.0% |