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 | $99,266 | $89,355+11.1% | $141,162-29.7% | $72,985+36.0% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 17.18% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,183 | $3,114-62.0% | $4,735-75.0% | $2,440-51.5% |
| Participant deferral / active EE | $3,809 | $5,418-29.7% | $6,709-43.2% | $3,607+5.6% |
| Admin fee / account holder | $14,476 | $5,958+143.0% | $10,261+41.1% | $5,124+182.5% |