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 | $81,249 | $53,516+51.8% | $126,539-35.8% | $84,808-4.2% |
| Participation rate | 38.7% | 58.2%-19.5pp | 69.8%-31.1pp | 68.3%-29.6pp |
| Annual return | 11.63% | 58.34%-46.7pp | 425.95%-414.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $544 | $1,535-64.5% | $3,674-85.2% | $2,631-79.3% |
| Participant deferral / active EE | $1,411 | $2,671-47.1% | $4,083-65.4% | $4,212-66.5% |
| Admin fee / account holder | $19,908 | $4,497+342.7% | $6,065+228.3% | $7,344+171.1% |