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 | $247,230 | $82,286+200.5% | $68,791+259.4% | $134,475+83.8% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.0pp |
| Annual return | -24.76% | -2.19%-22.6pp | -6.38%-18.4pp | 417.96%-442.7pp |
| Employer contribution / active EE | $663 | $3,301-79.9% | $2,655-75.0% | $4,740-86.0% |
| Participant deferral / active EE | $6,523 | $4,739+37.7% | $3,941+65.5% | $6,400+1.9% |
| Admin fee / account holder | $209,821 | $6,481+3137.7% | $4,932+4154.4% | $11,426+1736.4% |