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 | $97,312 | $40,256+141.7% | $57,343+69.7% | $59,632+63.2% |
| Participation rate | 34.7% | 69.2%-34.5pp | 75.1%-40.4pp | 68.7%-34.0pp |
| Annual return | -3.06% | 27.49%-30.6pp | 24.39%-27.5pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $349 | $1,922-81.8% | $2,689-87.0% | $2,203-84.2% |
| Participant deferral / active EE | $711 | $2,399-70.4% | $3,162-77.5% | $3,192-77.7% |
| Admin fee / account holder | $569 | $2,818-79.8% | $3,356-83.0% | $4,297-86.7% |