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 | $84,985 | $79,171+7.3% | $102,423-17.0% | $74,495+14.1% |
| Participation rate | 39.6% | 74.8%-35.2pp | 76.5%-36.9pp | 67.2%-27.6pp |
| Annual return | 11.05% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,691 | $2,362-28.4% | $3,023-44.1% | $2,623-35.5% |
| Participant deferral / active EE | $2,519 | $4,415-43.0% | $5,053-50.2% | $4,346-42.0% |
| Admin fee / account holder | $5,716 | $2,001+185.7% | $9,451-39.5% | $1,942+194.4% |