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 | $97,062 | $85,202+13.9% | $172,739-43.8% | $72,985+33.0% |
| Participation rate | 45.7% | 70.1%-24.4pp | 82.6%-37.0pp | 69.5%-23.8pp |
| Annual return | 15.86% | 27.32%-11.5pp | 802.84%-787.0pp | 81.00%-65.1pp |
| Employer contribution / active EE | $961 | $3,324-71.1% | $5,143-81.3% | $2,440-60.6% |
| Participant deferral / active EE | $1,960 | $3,260-39.9% | $5,198-62.3% | $3,607-45.7% |
| Admin fee / account holder | $3,057 | $5,884-48.0% | $13,954-78.1% | $5,124-40.3% |