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 | $188,372 | $89,753+109.9% | $107,525+75.2% | $84,808+122.1% |
| Participation rate | 64.8% | 68.1%-3.2pp | 75.1%-10.3pp | 68.3%-3.5pp |
| Annual return | 12.42% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,930 | $3,113+90.5% | $3,754+58.0% | $2,631+125.4% |
| Participant deferral / active EE | $7,915 | $4,056+95.1% | $5,116+54.7% | $4,212+87.9% |
| Admin fee / account holder | $18,539 | $7,222+156.7% | $8,919+107.9% | $7,344+152.4% |