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 | $105,887 | $73,933+43.2% | $96,683+9.5% | $75,163+40.9% |
| Participation rate | 37.7% | 66.4%-28.7pp | 74.3%-36.6pp | 67.2%-29.5pp |
| Annual return | -2.70% | 26.70%-29.4pp | 35.69%-38.4pp | 160.62%-163.3pp |
| Employer contribution / active EE | $1,068 | $2,928-63.5% | $3,737-71.4% | $2,670-60.0% |
| Participant deferral / active EE | $2,558 | $3,659-30.1% | $4,878-47.6% | $4,125-38.0% |
| Admin fee / account holder | $14,514 | $5,216+178.2% | $6,730+115.7% | $5,651+156.8% |