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 | $117,928 | $81,900+44.0% | $119,609-1.4% | $68,494+72.2% |
| Participation rate | 69.5% | 71.9%-2.4pp | 79.3%-9.8pp | 67.9%+1.6pp |
| Annual return | -19.80% | -23.82%+4.0pp | -14.97%-4.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $942 | $2,693-65.0% | $4,232-77.7% | $2,596-63.7% |
| Participant deferral / active EE | $4,947 | $4,148+19.3% | $5,602-11.7% | $4,027+22.8% |
| Admin fee / account holder | $6,453 | $6,582-2.0% | $10,323-37.5% | $5,403+19.4% |