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 | $79,012 | $24,730+219.5% | $66,042+19.6% | $84,808-6.8% |
| Participation rate | 58.6% | 68.1%-9.5pp | 67.5%-8.9pp | 68.3%-9.7pp |
| Annual return | 11.05% | 79.55%-68.5pp | 52.11%-41.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $635 | $857-25.9% | $1,579-59.8% | $2,631-75.9% |
| Participant deferral / active EE | $1,827 | $1,737+5.2% | $2,835-35.6% | $4,212-56.6% |
| Admin fee / account holder | $433 | $3,014-85.6% | $5,747-92.5% | $7,344-94.1% |