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 | $106,279 | $54,705+94.3% | $71,209+49.2% | $84,808+25.3% |
| Participation rate | 51.8% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.5pp |
| Annual return | 12.60% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $377 | $2,158-82.5% | $2,721-86.2% | $2,631-85.7% |
| Participant deferral / active EE | $2,504 | $3,030-17.4% | $4,175-40.0% | $4,212-40.6% |
| Admin fee / account holder | $17,381 | $4,863+257.4% | $5,349+225.0% | $7,344+136.7% |