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 | $82,820 | $80,724+2.6% | $103,333-19.9% | $74,495+11.2% |
| Participation rate | 41.0% | 65.7%-24.7pp | 74.5%-33.5pp | 67.2%-26.2pp |
| Annual return | 8.69% | 27.56%-18.9pp | 24.88%-16.2pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $962 | $3,157-69.5% | $3,868-75.1% | $2,623-63.3% |
| Participant deferral / active EE | $2,099 | $3,860-45.6% | $5,057-58.5% | $4,346-51.7% |
| Admin fee / account holder | $6,637 | $2,368+180.3% | $8,355-20.6% | $1,942+241.8% |