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 | $120,185 | $74,888+60.5% | $71,209+68.8% | $142,382-15.6% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 9.42% | 345.14%-335.7pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,138 | $2,854-60.1% | $2,721-58.2% | $4,299-73.5% |
| Participant deferral / active EE | $3,155 | $4,454-29.2% | $4,175-24.4% | $6,507-51.5% |
| Admin fee / account holder | $39,704 | $5,568+613.0% | $5,349+642.3% | $12,624+214.5% |