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 | $67,296 | $60,124+11.9% | $90,404-25.6% | $79,858-15.7% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.2pp |
| Annual return | 4.13% | 71.94%-67.8pp | 1293.02%-1288.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $704 | $2,068-66.0% | $3,262-78.4% | $2,471-71.5% |
| Participant deferral / active EE | $1,584 | $2,938-46.1% | $3,963-60.0% | $3,740-57.6% |
| Admin fee / account holder | $14,592 | $3,976+267.0% | $5,611+160.1% | $5,306+175.0% |