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 | $75,564 | $65,041+16.2% | $90,951-16.9% | $79,858-5.4% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.0%-15.9pp | 69.6%-16.5pp |
| Annual return | 8.82% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,381 | $2,512-5.2% | $3,373-29.4% | $3,740-36.3% |
| Admin fee / account holder | $40,698 | $4,536+797.2% | $5,959+583.0% | $5,306+667.0% |