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 | $64,007 | $50,958+25.6% | $74,550-14.1% | $64,186-0.3% |
| Participation rate | 43.5% | 61.1%-17.5pp | 69.1%-25.6pp | 69.6%-26.0pp |
| Annual return | -10.46% | -1.86%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,219 | $1,115+9.3% | $1,961-37.8% | $2,381-48.8% |
| Participant deferral / active EE | $2,491 | $2,301+8.3% | $3,108-19.8% | $3,470-28.2% |
| Admin fee / account holder | $12,315 | $4,223+191.6% | $5,060+143.4% | $4,888+151.9% |