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 | $116,739 | $107,334+8.8% | $92,893+25.7% | $152,861-23.6% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 10.21% | 145.58%-135.4pp | 109.41%-99.2pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,363 | $4,221-67.7% | $3,653-62.7% | $4,762-71.4% |
| Participant deferral / active EE | $6,405 | $4,845+32.2% | $4,236+51.2% | $5,850+9.5% |
| Admin fee / account holder | $1,413 | $7,079-80.0% | $5,794-75.6% | $11,596-87.8% |