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 | $130,810 | $45,863+185.2% | $77,024+69.8% | $68,494+91.0% |
| Participation rate | 31.6% | 55.9%-24.3pp | 67.9%-36.3pp | 67.9%-36.3pp |
| Annual return | -20.95% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,154 | $1,650-30.1% | $2,812-59.0% | $2,596-55.6% |
| Participant deferral / active EE | $2,944 | $2,962-0.6% | $4,426-33.5% | $4,027-26.9% |
| Admin fee / account holder | $2,500 | $3,041-17.8% | $5,425-53.9% | $5,403-53.7% |