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 | $229,600 | $159,602+43.9% | $150,045+53.0% | $142,382+61.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 10.42% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $4,891 | $4,961-1.4% | $4,693+4.2% | $4,299+13.8% |
| Participant deferral / active EE | $8,500 | $8,310+2.3% | $7,997+6.3% | $6,507+30.6% |
| Admin fee / account holder | $24,469 | $14,846+64.8% | $13,435+82.1% | $12,624+93.8% |