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 | $117,558 | $56,484+108.1% | $169,463-30.6% | $64,186+83.2% |
| Participation rate | 64.5% | 64.5%0pp | 77.8%-13.3pp | 69.6%-5.1pp |
| Annual return | -8.45% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,253 | $1,832+22.9% | $4,159-45.8% | $2,381-5.4% |
| Participant deferral / active EE | $3,419 | $3,448-0.8% | $5,277-35.2% | $3,470-1.4% |
| Admin fee / account holder | $301 | $4,174-92.8% | $9,109-96.7% | $4,888-93.8% |