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 | $247,987 | $114,381+116.8% | $107,525+130.6% | $142,382+74.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 8.35% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,987 | $4,015-25.6% | $3,754-20.4% | $4,299-30.5% |
| Participant deferral / active EE | $5,737 | $5,564+3.1% | $5,116+12.1% | $6,507-11.8% |
| Admin fee / account holder | $314 | $9,860-96.8% | $8,919-96.5% | $12,624-97.5% |