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 | $74,968 | $89,355-16.1% | $141,162-46.9% | $72,985+2.7% |
| Participation rate | 25.8% | 75.1%-49.3pp | 82.5%-56.7pp | 69.5%-43.7pp |
| Annual return | 12.81% | 111.85%-99.0pp | 71.39%-58.6pp | 81.00%-68.2pp |
| Employer contribution / active EE | $768 | $3,114-75.3% | $4,735-83.8% | $2,440-68.5% |
| Participant deferral / active EE | $2,875 | $5,418-46.9% | $6,709-57.2% | $3,607-20.3% |
| Admin fee / account holder | $20,080 | $5,958+237.0% | $10,261+95.7% | $5,124+291.9% |