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 | $128,048 | $92,222+38.8% | $76,768+66.8% | $135,375-5.4% |
| Participation rate | 21.7% | 79.8%-58.0pp | 77.0%-55.2pp | 82.6%-60.9pp |
| Annual return | -10.26% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $588 | $3,216-81.7% | $2,485-76.3% | $4,779-87.7% |
| Participant deferral / active EE | $1,432 | $4,509-68.2% | $3,852-62.8% | $5,609-74.5% |
| Admin fee / account holder | $12,078 | $10,748+12.4% | $6,675+80.9% | $10,827+11.6% |