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 | $89,869 | $78,485+14.5% | $106,213-15.4% | $74,495+20.6% |
| Participation rate | 58.2% | 72.8%-14.6pp | 75.3%-17.1pp | 67.2%-9.0pp |
| Annual return | 10.85% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $826 | $2,523-67.3% | $3,171-74.0% | $2,623-68.5% |
| Participant deferral / active EE | $3,045 | $4,322-29.5% | $5,016-39.3% | $4,346-29.9% |
| Admin fee / account holder | $9,032 | $2,232+304.7% | $11,033-18.1% | $1,942+365.1% |