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 | $140,061 | $102,317+36.9% | $146,958-4.7% | $80,856+73.2% |
| Participation rate | 56.0% | 75.8%-19.9pp | 82.2%-26.2pp | 67.6%-11.7pp |
| Annual return | -46.06% | 134.76%-180.8pp | 418.34%-464.4pp | 35.59%-81.7pp |
| Employer contribution / active EE | $2,249 | $3,713-39.4% | $4,933-54.4% | $2,755-18.4% |
| Participant deferral / active EE | $7,361 | $6,644+10.8% | $8,070-8.8% | $4,296+71.4% |
| Admin fee / account holder | $1,991 | $7,941-74.9% | $12,998-84.7% | $6,918-71.2% |