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 | $117,583 | $106,890+10.0% | $84,015+40.0% | $152,861-23.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 2.68% | 104.99%-102.3pp | 71.31%-68.6pp | 345.32%-342.6pp |
| Employer contribution / active EE | $548 | $2,734-80.0% | $1,983-72.4% | $4,762-88.5% |
| Participant deferral / active EE | $5,892 | $4,011+46.9% | $3,239+81.9% | $5,850+0.7% |
| Admin fee / account holder | $4,528 | $8,285-45.4% | $6,101-25.8% | $11,596-61.0% |