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 | $85,599 | $49,922+71.5% | $80,569+6.2% | $75,163+13.9% |
| Participation rate | 24.4% | 55.3%-30.9pp | 67.0%-42.6pp | 67.2%-42.8pp |
| Annual return | 6.46% | 34.69%-28.2pp | 935.43%-929.0pp | 160.62%-154.2pp |
| Employer contribution / active EE | $1,489 | $1,698-12.3% | $2,723-45.3% | $2,670-44.2% |
| Participant deferral / active EE | $2,968 | $2,990-0.7% | $4,447-33.3% | $4,125-28.0% |
| Admin fee / account holder | $301 | $3,577-91.6% | $5,377-94.4% | $5,651-94.7% |