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 | $96,458 | $80,724+19.5% | $103,333-6.7% | $74,495+29.5% |
| Participation rate | 63.2% | 65.7%-2.4pp | 74.5%-11.3pp | 67.2%-4.0pp |
| Annual return | 10.50% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,761 | $3,157-44.2% | $3,868-54.5% | $2,623-32.8% |
| Participant deferral / active EE | $3,083 | $3,860-20.1% | $5,057-39.0% | $4,346-29.1% |
| Admin fee / account holder | $2,747 | $2,368+16.0% | $8,355-67.1% | $1,942+41.5% |