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 7-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 | $149,030 | $88,751+67.9% | $81,812+82.2% | $145,922+2.1% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 7.98% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $470 | $3,083-84.8% | $2,912-83.9% | $4,660-89.9% |
| Participant deferral / active EE | $3,753 | $4,643-19.2% | $4,319-13.1% | $6,688-43.9% |
| Admin fee / account holder | $4,063 | $8,415-51.7% | $7,386-45.0% | $13,397-69.7% |