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 | $63,910 | $53,516+19.4% | $126,539-49.5% | $84,808-24.6% |
| Participation rate | 38.0% | 58.2%-20.2pp | 69.8%-31.8pp | 68.3%-30.3pp |
| Annual return | 10.91% | 58.34%-47.4pp | 425.95%-415.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,038 | $1,535-32.4% | $3,674-71.7% | $2,631-60.5% |
| Participant deferral / active EE | $2,664 | $2,671-0.3% | $4,083-34.7% | $4,212-36.7% |
| Admin fee / account holder | $20,115 | $4,497+347.3% | $6,065+231.7% | $7,344+173.9% |