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 | $68,569 | $49,922+37.4% | $80,569-14.9% | $75,163-8.8% |
| Participation rate | 69.8% | 55.3%+14.5pp | 67.0%+2.8pp | 67.2%+2.6pp |
| Annual return | 7.82% | 34.69%-26.9pp | 935.43%-927.6pp | 160.62%-152.8pp |
| Employer contribution / active EE | $3,662 | $1,698+115.7% | $2,723+34.5% | $2,670+37.2% |
| Participant deferral / active EE | $6,317 | $2,990+111.2% | $4,447+42.0% | $4,125+53.1% |
| Admin fee / account holder | $18,968 | $3,577+430.2% | $5,377+252.7% | $5,651+235.7% |