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 | $211,589 | $159,901+32.3% | $146,958+44.0% | $145,922+45.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -8.49% | 98.13%-106.6pp | 418.34%-426.8pp | 561.29%-569.8pp |
| Employer contribution / active EE | $3,679 | $5,286-30.4% | $4,933-25.4% | $4,660-21.0% |
| Participant deferral / active EE | $5,909 | $8,428-29.9% | $8,070-26.8% | $6,688-11.6% |
| Admin fee / account holder | $68,014 | $15,044+352.1% | $12,998+423.3% | $13,397+407.7% |