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 | $200,319 | $167,484+19.6% | $151,611+32.1% | $134,475+49.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -28.21% | 7.80%-36.0pp | 3.33%-31.5pp | 417.96%-446.2pp |
| Employer contribution / active EE | $3,061 | $6,829-55.2% | $6,166-50.4% | $4,740-35.4% |
| Participant deferral / active EE | $4,683 | $8,986-47.9% | $8,363-44.0% | $6,400-26.8% |
| Admin fee / account holder | $2,173 | $13,783-84.2% | $11,616-81.3% | $11,426-81.0% |