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 | $150,999 | $100,773+49.8% | $88,946+69.8% | $142,382+6.1% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.8%-15.9pp | 80.1%-27.2pp |
| Annual return | 10.44% | 70.18%-59.7pp | 57.82%-47.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,507 | $2,918-48.3% | $2,555-41.0% | $4,299-64.9% |
| Participant deferral / active EE | $5,807 | $5,230+11.0% | $4,581+26.8% | $6,507-10.8% |
| Admin fee / account holder | $1,706 | $9,693-82.4% | $8,261-79.3% | $12,624-86.5% |