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 | $76,787 | $100,041-23.2% | $149,718-48.7% | $70,131+9.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 10.95% | 27.43%-16.5pp | 1501.63%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,073 | $4,983-18.2% | $6,569-38.0% | $3,332+22.3% |
| Admin fee / account holder | $9,707 | $8,286+17.1% | $11,283-14.0% | $4,645+109.0% |