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 | $76,560 | $58,208+31.5% | $81,812-6.4% | $80,856-5.3% |
| Participation rate | 43.1% | 63.4%-20.3pp | 72.3%-29.3pp | 67.6%-24.6pp |
| Annual return | 8.62% | 41.66%-33.0pp | 773.79%-765.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,084 | $2,340-53.7% | $2,912-62.8% | $2,755-60.6% |
| Participant deferral / active EE | $2,069 | $3,281-37.0% | $4,319-52.1% | $4,296-51.8% |
| Admin fee / account holder | $1,926 | $4,981-61.3% | $7,386-73.9% | $6,918-72.2% |