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 | $92,689 | $78,422+18.2% | $95,952-3.4% | $79,858+16.1% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.6pp | 69.6%-18.2pp |
| Annual return | 5.62% | 19.37%-13.8pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $746 | $1,945-61.6% | $2,541-70.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,956 | $3,440-43.1% | $4,167-53.1% | $3,740-47.7% |
| Admin fee / account holder | $7,409 | $5,622+31.8% | $6,795+9.0% | $5,306+39.6% |