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 | $121,286 | $71,883+68.7% | $86,677+39.9% | $68,494+77.1% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -26.61% | 3.52%-30.1pp | 35.91%-62.5pp | -7.84%-18.8pp |
| Employer contribution / active EE | $652 | $2,173-70.0% | $2,836-77.0% | $2,596-74.9% |
| Participant deferral / active EE | $4,152 | $3,779+9.9% | $4,656-10.8% | $4,027+3.1% |
| Admin fee / account holder | $21,476 | $6,112+251.4% | $7,493+186.6% | $5,403+297.5% |