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 8-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 | $84,044 | $74,888+12.2% | $71,209+18.0% | $142,382-41.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 2.59% | 345.14%-342.5pp | 282.51%-279.9pp | 217.08%-214.5pp |
| Employer contribution / active EE | $402 | $2,854-85.9% | $2,721-85.2% | $4,299-90.7% |
| Participant deferral / active EE | $1,136 | $4,454-74.5% | $4,175-72.8% | $6,507-82.5% |
| Admin fee / account holder | $15,281 | $5,568+174.4% | $5,349+185.7% | $12,624+21.0% |