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 | $58,977 | $53,516+10.2% | $126,539-53.4% | $84,808-30.5% |
| Participation rate | 59.5% | 58.2%+1.3pp | 69.8%-10.3pp | 68.3%-8.8pp |
| Annual return | 10.36% | 58.34%-48.0pp | 425.95%-415.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,431 | $1,535+58.4% | $3,674-33.8% | $2,631-7.6% |
| Participant deferral / active EE | $4,554 | $2,671+70.5% | $4,083+11.5% | $4,212+8.1% |
| Admin fee / account holder | $23,555 | $4,497+423.8% | $6,065+288.4% | $7,344+220.7% |