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 | $72,563 | $62,327+16.4% | $120,354-39.7% | $74,495-2.6% |
| Participation rate | 42.5% | 56.8%-14.3pp | 71.9%-29.4pp | 67.2%-24.7pp |
| Annual return | 10.53% | 18.61%-8.1pp | 107.15%-96.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,486 | $1,843-19.4% | $3,463-57.1% | $2,623-43.4% |
| Participant deferral / active EE | $2,643 | $2,893-8.6% | $4,991-47.0% | $4,346-39.2% |
| Admin fee / account holder | $5,681 | $2,396+137.1% | $9,423-39.7% | $1,942+192.6% |