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 | $95,356 | $85,202+11.9% | $172,739-44.8% | $72,985+30.7% |
| Participation rate | 37.7% | 70.1%-32.3pp | 82.6%-44.9pp | 69.5%-31.8pp |
| Annual return | 15.58% | 27.32%-11.7pp | 802.84%-787.3pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,358 | $3,324-29.1% | $5,143-54.1% | $2,440-3.3% |
| Participant deferral / active EE | $3,129 | $3,260-4.0% | $5,198-39.8% | $3,607-13.3% |
| Admin fee / account holder | $7,347 | $5,884+24.9% | $13,954-47.3% | $5,124+43.4% |