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 | $89,505 | $90,348-0.9% | $75,972+17.8% | $145,922-38.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 6.46% | 620.88%-614.4pp | 359.55%-353.1pp | 561.29%-554.8pp |
| Employer contribution / active EE | $4,036 | $3,311+21.9% | $2,685+50.3% | $4,660-13.4% |
| Participant deferral / active EE | $8,147 | $5,162+57.8% | $4,255+91.4% | $6,688+21.8% |
| Admin fee / account holder | $52,807 | $8,467+523.7% | $6,467+716.6% | $13,397+294.2% |