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 | $55,268 | $148,534-62.8% | $135,903-59.3% | $139,434-60.4% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 9.97% | 79.19%-69.2pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,610 | $5,243-12.1% | $4,856-5.1% | $4,751-3.0% |
| Participant deferral / active EE | $10,665 | $8,100+31.7% | $7,758+37.5% | $6,710+58.9% |
| Admin fee / account holder | $141,360 | $12,400+1040.0% | $10,762+1213.5% | $11,403+1139.7% |