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 | $79,836 | $41,078+94.4% | $80,569-0.9% | $71,457+11.7% |
| Participation rate | 36.0% | 50.2%-14.2pp | 67.0%-31.0pp | 67.9%-31.9pp |
| Annual return | 11.51% | 38.45%-26.9pp | 935.43%-923.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $664 | $1,506-55.9% | $2,723-75.6% | $2,588-74.4% |
| Participant deferral / active EE | $1,512 | $2,699-44.0% | $4,447-66.0% | $4,289-64.8% |
| Admin fee / account holder | $2,626 | $1,840+42.7% | $5,377-51.2% | $1,587+65.4% |