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 | $233,871 | $83,902+178.7% | $167,512+39.6% | $84,808+175.8% |
| Participation rate | 68.8% | 66.5%+2.3pp | 77.1%-8.3pp | 68.3%+0.4pp |
| Annual return | 13.32% | 91.55%-78.2pp | 1615.79%-1602.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,321 | $2,264-41.7% | $3,882-66.0% | $2,631-49.8% |
| Participant deferral / active EE | $12,002 | $4,442+170.2% | $6,405+87.4% | $4,212+185.0% |
| Admin fee / account holder | $22,741 | $7,915+187.3% | $9,769+132.8% | $7,344+209.7% |