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 | $72,290 | $54,705+32.1% | $71,209+1.5% | $84,808-14.8% |
| Participation rate | 38.3% | 64.1%-25.8pp | 73.8%-35.5pp | 68.3%-30.0pp |
| Annual return | 12.72% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $358 | $2,158-83.4% | $2,721-86.8% | $2,631-86.4% |
| Participant deferral / active EE | $1,477 | $3,030-51.3% | $4,175-64.6% | $4,212-64.9% |
| Admin fee / account holder | $7,098 | $4,863+45.9% | $5,349+32.7% | $7,344-3.4% |