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 | $192,571 | $74,888+157.1% | $71,209+170.4% | $142,382+35.2% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 10.51% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,444 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $7,504 | $4,454+68.5% | $4,175+79.7% | $6,507+15.3% |
| Admin fee / account holder | $2,094 | $5,568-62.4% | $5,349-60.9% | $12,624-83.4% |