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 | $104,623 | $78,672+33.0% | $109,143-4.1% | $85,850+21.9% |
| Participation rate | 48.5% | 68.3%-19.8pp | 75.9%-27.4pp | 69.3%-20.8pp |
| Annual return | 9.27% | 25.09%-15.8pp | 25.75%-16.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,435 | $3,467-29.8% | $4,653-47.7% | $3,952-38.4% |
| Admin fee / account holder | $1,272 | $5,469-76.7% | $6,752-81.2% | $6,260-79.7% |