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 | $82,966 | $72,012+15.2% | $185,823-55.4% | $79,858+3.9% |
| Participation rate | 56.9% | 65.8%-8.9pp | 78.0%-21.2pp | 69.6%-12.8pp |
| Annual return | 11.08% | 23.12%-12.0pp | 35.95%-24.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,579 | $3,779-5.3% | $5,632-36.5% | $3,740-4.3% |
| Admin fee / account holder | $25,158 | $4,513+457.5% | $9,500+164.8% | $5,306+374.1% |