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 | $138,006 | $88,751+55.5% | $81,812+68.7% | $145,922-5.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.98% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,635 | $3,083-14.6% | $2,912-9.5% | $4,660-43.5% |
| Participant deferral / active EE | $3,085 | $4,643-33.6% | $4,319-28.6% | $6,688-53.9% |
| Admin fee / account holder | $975 | $8,415-88.4% | $7,386-86.8% | $13,397-92.7% |