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 | $231,389 | $149,734+54.5% | $118,925+94.6% | $158,922+45.6% |
| Participation rate | 63.6% | 82.1%-18.4pp | 75.4%-11.7pp | 82.0%-18.3pp |
| Annual return | -6.29% | 19.95%-26.2pp | 35.88%-42.2pp | 302.83%-309.1pp |
| Employer contribution / active EE | $3,172 | $4,115-22.9% | $3,263-2.8% | $4,761-33.4% |
| Participant deferral / active EE | $1,509 | $5,223-71.1% | $4,265-64.6% | $5,982-74.8% |
| Admin fee / account holder | $8,144 | $8,603-5.3% | $6,581+23.8% | $11,246-27.6% |