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 | $109,143 | $74,888+45.7% | $71,209+53.3% | $142,382-23.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 12.98% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,221 | $2,854-22.2% | $2,721-18.4% | $4,299-48.3% |
| Participant deferral / active EE | $8,882 | $4,454+99.4% | $4,175+112.7% | $6,507+36.5% |
| Admin fee / account holder | $24,775 | $5,568+344.9% | $5,349+363.2% | $12,624+96.3% |