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 | $233,412 | $175,202+33.2% | $149,673+55.9% | $139,434+67.4% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 8.59% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,632 | $5,474-70.2% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $3,612 | $6,519-44.6% | $5,680-36.4% | $6,710-46.2% |
| Admin fee / account holder | $2,814 | $16,150-82.6% | $13,210-78.7% | $11,403-75.3% |