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 | $73,256 | $56,317+30.1% | $71,209+2.9% | $74,304-1.4% |
| Participation rate | 47.2% | 55.1%-8.0pp | 73.8%-26.6pp | 60.3%-13.2pp |
| Annual return | 11.39% | 42.83%-31.4pp | 282.51%-271.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,138 | $2,160-47.3% | $2,721-58.2% | $2,241-49.2% |
| Participant deferral / active EE | $1,778 | $2,788-36.2% | $4,175-57.4% | $3,767-52.8% |
| Admin fee / account holder | $13,571 | $2,290+492.7% | $5,349+153.7% | $2,969+357.1% |