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 | $88,657 | $64,707+37.0% | $112,228-21.0% | $68,494+29.4% |
| Participation rate | 17.9% | 67.2%-49.3pp | 75.1%-57.2pp | 67.9%-50.0pp |
| Annual return | -19.85% | -11.40%-8.5pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $816 | $2,746-70.3% | $3,635-77.5% | $2,596-68.6% |
| Participant deferral / active EE | $3,054 | $3,565-14.3% | $4,728-35.4% | $4,027-24.2% |
| Admin fee / account holder | $494 | $5,232-90.6% | $6,410-92.3% | $5,403-90.9% |