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 | $112,008 | $102,966+8.8% | $90,281+24.1% | $152,861-26.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 6.04% | 95.16%-89.1pp | 78.10%-72.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,215 | $3,139-61.3% | $2,854-57.4% | $4,762-74.5% |
| Participant deferral / active EE | $2,436 | $4,281-43.1% | $3,885-37.3% | $5,850-58.4% |
| Admin fee / account holder | $1,137 | $6,171-81.6% | $5,351-78.8% | $11,596-90.2% |