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 | $88,441 | $74,888+18.1% | $71,209+24.2% | $142,382-37.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 9.23% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,306 | $4,454-70.7% | $4,175-68.7% | $6,507-79.9% |
| Admin fee / account holder | $163,590 | $5,568+2837.9% | $5,349+2958.4% | $12,624+1195.9% |