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 | $111,532 | $96,128+16.0% | $136,007-18.0% | $80,856+37.9% |
| Participation rate | 55.2% | 71.2%-16.0pp | 76.5%-21.3pp | 67.6%-12.4pp |
| Annual return | 8.45% | 28.71%-20.3pp | 579.32%-570.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,656 | $3,351-50.6% | $4,217-60.7% | $2,755-39.9% |
| Participant deferral / active EE | $3,598 | $5,709-37.0% | $7,025-48.8% | $4,296-16.2% |
| Admin fee / account holder | $20,403 | $8,236+147.7% | $6,858+197.5% | $6,918+194.9% |