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 | $96,553 | $54,705+76.5% | $71,209+35.6% | $84,808+13.8% |
| Participation rate | 58.1% | 64.1%-5.9pp | 73.8%-15.6pp | 68.3%-10.2pp |
| Annual return | 9.99% | 35.90%-25.9pp | 282.51%-272.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,063 | $2,158-50.7% | $2,721-60.9% | $2,631-59.6% |
| Participant deferral / active EE | $2,230 | $3,030-26.4% | $4,175-46.6% | $4,212-47.0% |
| Admin fee / account holder | $1,107 | $4,863-77.2% | $5,349-79.3% | $7,344-84.9% |