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 | $105,144 | $59,417+77.0% | $93,606+12.3% | $74,495+41.1% |
| Participation rate | 35.6% | 59.7%-24.1pp | 68.7%-33.2pp | 67.2%-31.6pp |
| Annual return | 10.56% | 81.83%-71.3pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,035 | $3,050-33.3% | $4,411-53.9% | $4,346-53.2% |
| Admin fee / account holder | $10,158 | $3,021+236.2% | $8,285+22.6% | $1,942+423.2% |