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 | $118,781 | $74,888+58.6% | $71,209+66.8% | $142,382-16.6% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 11.84% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,200 | $2,854-58.0% | $2,721-55.9% | $4,299-72.1% |
| Participant deferral / active EE | $2,575 | $4,454-42.2% | $4,175-38.3% | $6,507-60.4% |
| Admin fee / account holder | $3,434 | $5,568-38.3% | $5,349-35.8% | $12,624-72.8% |