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 | $59,074 | $48,795+21.1% | $65,493-9.8% | $84,808-30.3% |
| Participation rate | 60.7% | 67.0%-6.3pp | 73.1%-12.4pp | 68.3%-7.6pp |
| Annual return | 9.79% | 20.20%-10.4pp | 982.45%-972.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,232 | $1,930-36.2% | $2,574-52.1% | $2,631-53.2% |
| Participant deferral / active EE | $1,730 | $2,928-40.9% | $3,961-56.3% | $4,212-58.9% |
| Admin fee / account holder | $12,217 | $3,877+215.1% | $5,028+143.0% | $7,344+66.4% |