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 | $104,474 | $76,670+36.3% | $96,683+8.1% | $71,457+46.2% |
| Participation rate | 57.8% | 66.6%-8.8pp | 74.3%-16.5pp | 67.9%-10.1pp |
| Annual return | 14.00% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,958 | $3,031-35.4% | $3,737-47.6% | $2,588-24.3% |
| Participant deferral / active EE | $3,953 | $3,771+4.8% | $4,878-19.0% | $4,289-7.8% |
| Admin fee / account holder | $46,762 | $2,028+2205.6% | $6,730+594.9% | $1,587+2846.0% |