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 | $132,863 | $91,190+45.7% | $178,490-25.6% | $79,858+66.4% |
| Participation rate | 67.9% | 69.2%-1.3pp | 81.9%-14.0pp | 69.6%-1.7pp |
| Annual return | 9.64% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $6,671 | $3,256+104.9% | $5,011+33.1% | $2,471+170.0% |
| Participant deferral / active EE | $4,706 | $3,236+45.4% | $5,202-9.5% | $3,740+25.8% |
| Admin fee / account holder | $6,572 | $6,751-2.6% | $13,984-53.0% | $5,306+23.9% |