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 | $121,987 | $49,173+148.1% | $121,098+0.7% | $75,163+62.3% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 10.52% | 55.99%-45.5pp | 985.75%-975.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,352 | $1,546+52.1% | $4,164-43.5% | $2,670-11.9% |
| Participant deferral / active EE | $4,115 | $2,628+56.6% | $4,080+0.9% | $4,125-0.2% |
| Admin fee / account holder | $2,984 | $3,942-24.3% | $5,644-47.1% | $5,651-47.2% |