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 | $94,423 | $112,881-16.4% | $90,951+3.8% | $158,922-40.6% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 2.53% | 215.79%-213.3pp | 134.60%-132.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,328 | $2,893-54.1% | $2,122-37.4% | $4,761-72.1% |
| Participant deferral / active EE | $2,992 | $4,128-27.5% | $3,373-11.3% | $5,982-50.0% |
| Admin fee / account holder | $85,268 | $8,041+960.5% | $5,959+1331.0% | $11,246+658.2% |