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 | $98,026 | $79,171+23.8% | $102,423-4.3% | $74,495+31.6% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.7pp | 67.2%-14.4pp |
| Annual return | 9.78% | 54.93%-45.2pp | 29.32%-19.5pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,859 | $2,362-21.3% | $3,023-38.5% | $2,623-29.1% |
| Participant deferral / active EE | $2,365 | $4,415-46.4% | $5,053-53.2% | $4,346-45.6% |
| Admin fee / account holder | $20,504 | $2,001+924.9% | $9,451+117.0% | $1,942+956.0% |