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 | $215,777 | $165,984+30.0% | $164,813+30.9% | $145,922+47.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 2.27% | 100.03%-97.8pp | 69.93%-67.7pp | 561.29%-559.0pp |
| Employer contribution / active EE | $8,664 | $5,273+64.3% | $4,341+99.6% | $4,660+85.9% |
| Participant deferral / active EE | $4,838 | $6,959-30.5% | $6,031-19.8% | $6,688-27.7% |
| Admin fee / account holder | $13,721 | $16,648-17.6% | $12,690+8.1% | $13,397+2.4% |