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 | $73,751 | $54,705+34.8% | $71,209+3.6% | $84,808-13.0% |
| Participation rate | 58.3% | 64.1%-5.7pp | 73.8%-15.4pp | 68.3%-10.0pp |
| Annual return | 12.34% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,537 | $2,158-28.8% | $2,721-43.5% | $2,631-41.6% |
| Participant deferral / active EE | $2,830 | $3,030-6.6% | $4,175-32.2% | $4,212-32.8% |
| Admin fee / account holder | $12,551 | $4,863+158.1% | $5,349+134.7% | $7,344+70.9% |