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 | $208,244 | $124,281+67.6% | $109,143+90.8% | $167,490+24.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 8.12% | 26.04%-17.9pp | 25.75%-17.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,462 | $4,207-41.5% | $3,722-33.8% | $4,837-49.1% |
| Participant deferral / active EE | $9,747 | $5,255+85.5% | $4,653+109.5% | $6,341+53.7% |
| Admin fee / account holder | $38,541 | $7,970+383.6% | $6,752+470.8% | $12,309+213.1% |