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 | $176,733 | $102,317+72.7% | $146,958+20.3% | $80,856+118.6% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 11.82% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,012 | $3,713-72.7% | $4,933-79.5% | $2,755-63.2% |
| Participant deferral / active EE | $6,382 | $6,644-3.9% | $8,070-20.9% | $4,296+48.6% |
| Admin fee / account holder | $38,204 | $7,941+381.1% | $12,998+193.9% | $6,918+452.2% |