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 | $121,450 | $84,233+44.2% | $170,442-28.7% | $70,131+73.2% |
| Participation rate | 67.6% | 70.8%-3.2pp | 83.6%-16.0pp | 69.5%-1.9pp |
| Annual return | 8.12% | 23.06%-14.9pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,279 | $3,086+6.3% | $4,939-33.6% | $3,332-1.6% |
| Admin fee / account holder | $36,626 | $5,698+542.8% | $13,880+163.9% | $4,645+688.4% |