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 | $87,124 | $82,032+6.2% | $123,104-29.2% | $59,632+46.1% |
| Participation rate | 40.0% | 83.2%-43.2pp | 86.8%-46.8pp | 68.7%-28.7pp |
| Annual return | -2.05% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,187 | $4,667-31.7% | $6,230-48.8% | $3,192-0.1% |
| Admin fee / account holder | $6,130 | $5,881+4.2% | $9,015-32.0% | $4,297+42.6% |