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 | $208,388 | $77,314+169.5% | $177,989+17.1% | $80,856+157.7% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.6%-10.8pp |
| Annual return | 8.88% | 18.09%-9.2pp | 294.48%-285.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,056 | $2,292-53.9% | $3,949-73.3% | $2,755-61.7% |
| Participant deferral / active EE | $4,521 | $4,411+2.5% | $6,276-28.0% | $4,296+5.2% |
| Admin fee / account holder | $5,862 | $7,191-18.5% | $10,363-43.4% | $6,918-15.3% |