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 | $79,985 | $59,417+34.6% | $93,606-14.6% | $74,495+7.4% |
| Participation rate | 41.5% | 59.7%-18.2pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 10.64% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,347 | $1,264+6.6% | $2,420-44.3% | $2,623-48.6% |
| Participant deferral / active EE | $2,345 | $3,050-23.1% | $4,411-46.8% | $4,346-46.0% |
| Admin fee / account holder | $3,361 | $3,021+11.2% | $8,285-59.4% | $1,942+73.1% |