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 | $205,362 | $177,572+15.6% | $154,803+32.7% | $142,382+44.2% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 7.59% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $4,311 | $4,810-10.4% | $4,305+0.1% | $4,299+0.3% |
| Participant deferral / active EE | $12,543 | $6,272+100.0% | $5,540+126.4% | $6,507+92.8% |
| Admin fee / account holder | $249,806 | $16,786+1388.2% | $14,329+1643.3% | $12,624+1878.9% |