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 | $168,793 | $117,841+43.2% | $102,423+64.8% | $145,922+15.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.48% | 31.65%-23.2pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,076 | $3,615-70.2% | $3,023-64.4% | $4,660-76.9% |
| Participant deferral / active EE | $2,924 | $5,731-49.0% | $5,053-42.1% | $6,688-56.3% |
| Admin fee / account holder | $30,368 | $13,326+127.9% | $9,451+221.3% | $13,397+126.7% |