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 | $111,252 | $89,355+24.5% | $141,162-21.2% | $72,985+52.4% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.6pp | 69.5%-13.6pp |
| Annual return | 17.99% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,387 | $3,114-55.5% | $4,735-70.7% | $2,440-43.2% |
| Participant deferral / active EE | $3,610 | $5,418-33.4% | $6,709-46.2% | $3,607+0.1% |
| Admin fee / account holder | $10,299 | $5,958+72.9% | $10,261+0.4% | $5,124+101.0% |