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 | $88,439 | $77,899+13.5% | $149,673-40.9% | $75,163+17.7% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 12.40% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,577 | $3,137-17.9% | $4,818-46.5% | $2,670-3.5% |
| Participant deferral / active EE | $4,699 | $3,411+37.8% | $5,680-17.3% | $4,125+13.9% |
| Admin fee / account holder | $56,730 | $5,956+852.4% | $13,210+329.5% | $5,651+903.9% |