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 | $227,994 | $198,466+14.9% | $170,442+33.8% | $147,584+54.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 7.88% | 257.29%-249.4pp | 205.93%-198.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,920 | $6,184-52.8% | $5,433-46.3% | $4,876-40.1% |
| Participant deferral / active EE | $5,635 | $5,629+0.1% | $4,939+14.1% | $5,439+3.6% |
| Admin fee / account holder | $17,609 | $16,852+4.5% | $13,880+26.9% | $10,885+61.8% |