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 | $82,899 | $56,114+47.7% | $96,139-13.8% | $85,850-3.4% |
| Participation rate | 41.5% | 56.7%-15.2pp | 68.4%-26.9pp | 69.3%-27.8pp |
| Annual return | 3.55% | 42.30%-38.8pp | 191.94%-188.4pp | 318.53%-315.0pp |
| Employer contribution / active EE | $1,271 | $1,620-21.6% | $2,797-54.6% | $2,565-50.5% |
| Participant deferral / active EE | $2,387 | $2,859-16.5% | $4,349-45.1% | $3,952-39.6% |
| Admin fee / account holder | $1,582 | $3,768-58.0% | $5,537-71.4% | $6,260-74.7% |