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 | $208,568 | $85,766+143.2% | $136,294+53.0% | $70,131+197.4% |
| Participation rate | 63.3% | 74.2%-10.8pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 9.16% | 31.45%-22.3pp | 5155.94%-5146.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,051 | $2,966-64.6% | $4,695-77.6% | $2,342-55.1% |
| Participant deferral / active EE | $4,479 | $5,051-11.3% | $6,247-28.3% | $3,332+34.4% |
| Admin fee / account holder | $3,612 | $5,420-33.4% | $9,243-60.9% | $4,645-22.2% |