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 | $90,102 | $54,705+64.7% | $71,209+26.5% | $84,808+6.2% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.4pp | 68.3%-26.0pp |
| Annual return | 11.06% | 35.90%-24.8pp | 282.51%-271.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $894 | $2,158-58.6% | $2,721-67.2% | $2,631-66.0% |
| Participant deferral / active EE | $2,020 | $3,030-33.3% | $4,175-51.6% | $4,212-52.0% |
| Admin fee / account holder | $22,194 | $4,863+356.3% | $5,349+314.9% | $7,344+202.2% |