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 | $224,567 | $95,862+134.3% | $79,550+182.3% | $134,475+67.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -22.87% | -2.69%-20.2pp | 0.16%-23.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,864 | $3,128-8.4% | $2,413+18.7% | $4,740-39.6% |
| Participant deferral / active EE | $5,142 | $4,693+9.6% | $3,985+29.0% | $6,400-19.7% |
| Admin fee / account holder | $3,330 | $9,126-63.5% | $6,832-51.3% | $11,426-70.9% |