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 | $86,458 | $50,958+69.7% | $74,550+16.0% | $64,186+34.7% |
| Participation rate | 38.8% | 61.1%-22.3pp | 69.1%-30.3pp | 69.6%-30.8pp |
| Annual return | -11.83% | -1.86%-10.0pp | 32.53%-44.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $266 | $1,115-76.1% | $1,961-86.4% | $2,381-88.8% |
| Participant deferral / active EE | $2,411 | $2,301+4.8% | $3,108-22.4% | $3,470-30.5% |
| Admin fee / account holder | $7,126 | $4,223+68.8% | $5,060+40.9% | $4,888+45.8% |