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 | $102,182 | $70,756+44.4% | $65,493+56.0% | $142,382-28.2% |
| Participation rate | 61.9% | 77.4%-15.5pp | 73.1%-11.2pp | 80.1%-18.2pp |
| Annual return | 8.98% | 1754.89%-1745.9pp | 982.45%-973.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,340 | $4,637-49.5% | $3,961-40.9% | $6,507-64.0% |
| Admin fee / account holder | $13,750 | $6,559+109.6% | $5,028+173.5% | $12,624+8.9% |