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 9-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 | $177,707 | $56,357+215.3% | $104,294+70.4% | $68,494+159.4% |
| Participation rate | 22.9% | 63.3%-40.3pp | 73.3%-50.3pp | 67.9%-45.0pp |
| Annual return | -31.10% | -9.19%-21.9pp | 24.61%-55.7pp | -7.84%-23.3pp |
| Employer contribution / active EE | $1,592 | $1,960-18.8% | $3,372-52.8% | $2,596-38.7% |
| Participant deferral / active EE | $2,005 | $3,077-34.9% | $4,625-56.7% | $4,027-50.2% |
| Admin fee / account holder | $1,434 | $4,903-70.7% | $7,339-80.5% | $5,403-73.5% |