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 | $124,465 | $109,982+13.2% | $97,226+28.0% | $145,922-14.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 6.36% | 242.90%-236.5pp | 75.13%-68.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,249 | $3,084-27.1% | $2,729-17.6% | $4,660-51.7% |
| Participant deferral / active EE | $4,371 | $4,676-6.5% | $4,264+2.5% | $6,688-34.6% |
| Admin fee / account holder | $3,291 | $6,221-47.1% | $5,654-41.8% | $13,397-75.4% |