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 | $134,788 | $95,862+40.6% | $79,550+69.4% | $134,475+0.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.11% | -2.69%-18.4pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,615 | $3,128-48.4% | $2,413-33.1% | $4,740-65.9% |
| Participant deferral / active EE | $9,216 | $4,693+96.4% | $3,985+131.3% | $6,400+44.0% |
| Admin fee / account holder | $707 | $9,126-92.3% | $6,832-89.7% | $11,426-93.8% |