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 | $162,250 | $115,770+40.1% | $101,248+60.2% | $158,922+2.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 6.17% | 56.14%-50.0pp | 46.47%-40.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,117 | $4,175-49.3% | $3,660-42.2% | $4,761-55.5% |
| Participant deferral / active EE | $8,249 | $4,957+66.4% | $4,370+88.8% | $5,982+37.9% |
| Admin fee / account holder | $701 | $7,245-90.3% | $5,945-88.2% | $11,246-93.8% |