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 | $207,957 | $94,338+120.4% | $100,534+106.9% | $142,382+46.1% |
| Participation rate | 68.4% | 81.7%-13.3pp | 80.6%-12.2pp | 80.1%-11.7pp |
| Annual return | 11.97% | 29.20%-17.2pp | 32.66%-20.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,170 | $4,237-48.8% | $4,346-50.1% | $4,299-49.5% |
| Participant deferral / active EE | $7,596 | $5,934+28.0% | $6,144+23.6% | $6,507+16.7% |
| Admin fee / account holder | $2,927 | $8,421-65.2% | $7,654-61.8% | $12,624-76.8% |