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 | $125,592 | $64,707+94.1% | $112,228+11.9% | $68,494+83.4% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -20.91% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $855 | $2,746-68.9% | $3,635-76.5% | $2,596-67.1% |
| Participant deferral / active EE | $1,987 | $3,565-44.3% | $4,728-58.0% | $4,027-50.7% |
| Admin fee / account holder | $9,484 | $5,232+81.3% | $6,410+48.0% | $5,403+75.5% |