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 | $81,316 | $73,360+10.8% | $177,989-54.3% | $74,495+9.2% |
| Participation rate | 30.3% | 66.6%-36.4pp | 77.1%-46.8pp | 67.2%-36.9pp |
| Annual return | 11.36% | 17.49%-6.1pp | 294.48%-283.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,896 | $4,513-35.8% | $6,276-53.9% | $4,346-33.4% |
| Admin fee / account holder | $3,077 | $1,808+70.2% | $10,363-70.3% | $1,942+58.5% |