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 | $206,411 | $214,378-3.7% | $200,582+2.9% | $142,382+45.0% |
| Participation rate | 63.2% | 87.4%-24.3pp | 86.9%-23.7pp | 80.1%-17.0pp |
| Annual return | 10.68% | 46.41%-35.7pp | 42.33%-31.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,541 | $6,841-62.9% | $6,419-60.4% | $4,299-40.9% |
| Participant deferral / active EE | $10,226 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $6,320 | $17,692-64.3% | $16,305-61.2% | $12,624-49.9% |