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 | $79,797 | $58,828+35.6% | $77,999+2.3% | $62,891+26.9% |
| Participation rate | 55.6% | 71.1%-15.5pp | 75.5%-20.0pp | 69.3%-13.8pp |
| Annual return | 1.84% | 17.16%-15.3pp | 425.96%-424.1pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,927 | $2,686-28.2% | $3,497-44.9% | $3,203-39.8% |
| Admin fee / account holder | $41,630 | $4,393+847.6% | $5,480+659.6% | $4,296+869.1% |