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 | $249,359 | $214,378+16.3% | $200,582+24.3% | $142,382+75.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 6.53% | 46.41%-39.9pp | 42.33%-35.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $7,835 | $6,841+14.5% | $6,419+22.1% | $4,299+82.2% |
| Participant deferral / active EE | $3,714 | $9,865-62.3% | $9,331-60.2% | $6,507-42.9% |
| Admin fee / account holder | $12,597 | $17,692-28.8% | $16,305-22.7% | $12,624-0.2% |