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 | $142,832 | $98,240+45.4% | $82,313+73.5% | $147,584-3.2% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 5.05% | 30.85%-25.8pp | 25.88%-20.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,518 | $3,192-52.4% | $2,428-37.5% | $4,876-68.9% |
| Participant deferral / active EE | $7,059 | $4,383+61.1% | $3,706+90.5% | $5,439+29.8% |
| Admin fee / account holder | $31,529 | $8,563+268.2% | $5,608+462.2% | $10,885+189.7% |