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 | $95,678 | $78,485+21.9% | $106,213-9.9% | $74,495+28.4% |
| Participation rate | 68.2% | 72.8%-4.6pp | 75.3%-7.1pp | 67.2%+1.0pp |
| Annual return | 10.04% | 15.95%-5.9pp | 116.14%-106.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,171 | $2,523-53.6% | $3,171-63.1% | $2,623-55.4% |
| Participant deferral / active EE | $3,806 | $4,322-11.9% | $5,016-24.1% | $4,346-12.4% |
| Admin fee / account holder | $8,322 | $2,232+272.9% | $11,033-24.6% | $1,942+328.6% |