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 | $98,323 | $59,107+66.3% | $86,436+13.8% | $68,494+43.5% |
| Participation rate | 54.9% | 75.2%-20.3pp | 80.3%-25.4pp | 67.9%-13.0pp |
| Annual return | -20.84% | -0.23%-20.6pp | 4394.89%-4415.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,383 | $2,519-5.4% | $3,769-36.8% | $2,596-8.2% |
| Participant deferral / active EE | $5,812 | $5,901-1.5% | $6,952-16.4% | $4,027+44.3% |
| Admin fee / account holder | $9,009 | $5,637+59.8% | $6,731+33.8% | $5,403+66.8% |