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 | $95,043 | $58,208+63.3% | $81,812+16.2% | $80,856+17.5% |
| Participation rate | 59.5% | 63.4%-3.9pp | 72.3%-12.8pp | 67.6%-8.1pp |
| Annual return | 9.17% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,945 | $2,340-16.9% | $2,912-33.2% | $2,755-29.4% |
| Participant deferral / active EE | $5,082 | $3,281+54.9% | $4,319+17.7% | $4,296+18.3% |
| Admin fee / account holder | $31,054 | $4,981+523.4% | $7,386+320.4% | $6,918+348.9% |