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 | $135,488 | $100,041+35.4% | $149,718-9.5% | $70,131+93.2% |
| Participation rate | 49.2% | 83.6%-34.4pp | 87.1%-37.9pp | 69.5%-20.3pp |
| Annual return | 10.96% | 27.43%-16.5pp | 1501.63%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,621 | $4,983-27.3% | $6,569-44.9% | $3,332+8.7% |
| Admin fee / account holder | $12,567 | $8,286+51.7% | $11,283+11.4% | $4,645+170.5% |