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 | $112,906 | $64,839+74.1% | $95,585+18.1% | $84,808+33.1% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.3%-1.6pp |
| Annual return | 10.34% | -670.96%+681.3pp | 38.56%-28.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $995 | $1,759-43.4% | $2,527-60.6% | $2,631-62.2% |
| Participant deferral / active EE | $6,162 | $2,965+107.8% | $4,023+53.2% | $4,212+46.3% |
| Admin fee / account holder | $54,429 | $5,964+812.6% | $6,127+788.3% | $7,344+641.2% |