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 | $88,185 | $81,900+7.7% | $119,609-26.3% | $68,494+28.7% |
| Participation rate | 62.7% | 71.9%-9.2pp | 79.3%-16.6pp | 67.9%-5.2pp |
| Annual return | -19.21% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,014 | $4,148-3.2% | $5,602-28.4% | $4,027-0.3% |
| Admin fee / account holder | $22,152 | $6,582+236.6% | $10,323+114.6% | $5,403+310.0% |