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 | $117,858 | $96,635+22.0% | $86,612+36.1% | $139,434-15.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 8.36% | 106.41%-98.1pp | 591.07%-582.7pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,470 | $3,263-54.9% | $3,022-51.4% | $4,751-69.1% |
| Participant deferral / active EE | $5,698 | $4,836+17.8% | $4,438+28.4% | $6,710-15.1% |
| Admin fee / account holder | $838 | $6,408-86.9% | $5,614-85.1% | $11,403-92.6% |