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 | $92,169 | $54,705+68.5% | $71,209+29.4% | $84,808+8.7% |
| Participation rate | 50.6% | 64.1%-13.5pp | 73.8%-23.1pp | 68.3%-17.7pp |
| Annual return | 8.61% | 35.90%-27.3pp | 282.51%-273.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,729 | $2,158-19.9% | $2,721-36.4% | $2,631-34.3% |
| Participant deferral / active EE | $2,479 | $3,030-18.2% | $4,175-40.6% | $4,212-41.1% |
| Admin fee / account holder | $9,942 | $4,863+104.4% | $5,349+85.9% | $7,344+35.4% |