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 | $200,105 | $154,117+29.8% | $129,995+53.9% | $139,434+43.5% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 9.31% | 32.48%-23.2pp | -137.18%+146.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,811 | $5,289-65.8% | $4,320-58.1% | $4,751-61.9% |
| Participant deferral / active EE | $3,308 | $6,710-50.7% | $5,820-43.2% | $6,710-50.7% |
| Admin fee / account holder | $1,141 | $14,007-91.9% | $10,614-89.3% | $11,403-90.0% |