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 | $163,442 | $81,900+99.6% | $119,609+36.6% | $68,494+138.6% |
| Participation rate | 43.8% | 71.9%-28.1pp | 79.3%-35.5pp | 67.9%-24.1pp |
| Annual return | -19.23% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,185 | $2,693-56.0% | $4,232-72.0% | $2,596-54.4% |
| Participant deferral / active EE | $7,727 | $4,148+86.3% | $5,602+37.9% | $4,027+91.9% |
| Admin fee / account holder | $1,129 | $6,582-82.8% | $10,323-89.1% | $5,403-79.1% |