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 | $97,318 | $50,958+91.0% | $74,550+30.5% | $64,186+51.6% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.3pp |
| Annual return | -8.33% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $364 | $1,115-67.3% | $1,961-81.4% | $2,381-84.7% |
| Participant deferral / active EE | $3,481 | $2,301+51.3% | $3,108+12.0% | $3,470+0.3% |
| Admin fee / account holder | $3,317 | $4,223-21.5% | $5,060-34.4% | $4,888-32.1% |