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 | $74,037 | $56,053+32.1% | $75,972-2.5% | $80,856-8.4% |
| Participation rate | 54.4% | 62.0%-7.6pp | 69.1%-14.6pp | 67.6%-13.2pp |
| Annual return | 7.89% | 20.53%-12.6pp | 359.55%-351.7pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,448 | $1,874-22.7% | $2,685-46.1% | $2,755-47.4% |
| Participant deferral / active EE | $1,893 | $3,052-38.0% | $4,255-55.5% | $4,296-55.9% |
| Admin fee / account holder | $25,311 | $5,234+383.6% | $6,467+291.4% | $6,918+265.9% |