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 | $185,092 | $159,602+16.0% | $150,045+23.4% | $142,382+30.0% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.3%-23.2pp | 80.1%-21.0pp |
| Annual return | 12.34% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,006 | $4,961+0.9% | $4,693+6.7% | $4,299+16.5% |
| Participant deferral / active EE | $10,553 | $8,310+27.0% | $7,997+32.0% | $6,507+62.2% |
| Admin fee / account holder | $28,921 | $14,846+94.8% | $13,435+115.3% | $12,624+129.1% |