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 | $207,835 | $117,983+76.2% | $101,794+104.2% | $142,382+46.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 9.48% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,211 | $2,773-56.3% | $2,289-47.1% | $4,299-71.8% |
| Participant deferral / active EE | $14,427 | $4,714+206.1% | $4,084+253.2% | $6,507+121.7% |
| Admin fee / account holder | $85,847 | $10,433+722.8% | $8,777+878.1% | $12,624+580.0% |