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 | $101,363 | $82,664+22.6% | $125,339-19.1% | $68,494+48.0% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -40.39% | -5.97%-34.4pp | 572.05%-612.4pp | -7.84%-32.5pp |
| Employer contribution / active EE | $2,212 | $3,381-34.6% | $4,814-54.0% | $2,596-14.8% |
| Participant deferral / active EE | $5,235 | $6,110-14.3% | $7,446-29.7% | $4,027+30.0% |
| Admin fee / account holder | $2,365 | $6,275-62.3% | $10,010-76.4% | $5,403-56.2% |