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 | $95,315 | $70,428+35.3% | $96,562-1.3% | $85,850+11.0% |
| Participation rate | 13.3% | 61.8%-48.5pp | 69.8%-56.5pp | 69.3%-56.0pp |
| Annual return | -10.72% | 18.59%-29.3pp | 37.78%-48.5pp | 318.53%-329.3pp |
| Employer contribution / active EE | $343 | $1,413-75.7% | $2,356-85.5% | $2,565-86.6% |
| Participant deferral / active EE | $1,820 | $2,894-37.1% | $3,849-52.7% | $3,952-53.9% |
| Admin fee / account holder | $18,611 | $4,997+272.5% | $6,181+201.1% | $6,260+197.3% |