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 | $234,939 | $95,416+146.2% | $185,823+26.4% | $85,850+173.7% |
| Participation rate | 40.5% | 68.8%-28.2pp | 81.7%-41.2pp | 69.3%-28.8pp |
| Annual return | 10.36% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,254 | $3,314-32.0% | $5,167-56.4% | $2,565-12.1% |
| Participant deferral / active EE | $3,213 | $3,423-6.1% | $5,568-42.3% | $3,952-18.7% |
| Admin fee / account holder | $2,439 | $7,213-66.2% | $16,237-85.0% | $6,260-61.0% |