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 | $94,629 | $54,701+73.0% | $86,188+9.8% | $71,457+32.4% |
| Participation rate | 40.4% | 60.1%-19.7pp | 69.0%-28.6pp | 67.9%-27.6pp |
| Annual return | 13.35% | 20.06%-6.7pp | 1168.45%-1155.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $688 | $1,265-45.6% | $2,380-71.1% | $2,588-73.4% |
| Participant deferral / active EE | $2,958 | $3,108-4.8% | $3,985-25.8% | $4,289-31.0% |
| Admin fee / account holder | $13,520 | $1,922+603.6% | $6,852+97.3% | $1,587+751.8% |