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 | $97,203 | $75,828+28.2% | $147,614-34.2% | $59,632+63.0% |
| Participation rate | 57.6% | 71.6%-14.0pp | 84.6%-27.0pp | 68.7%-11.1pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,577 | $3,485-26.1% | $5,564-53.7% | $2,203+17.0% |
| Participant deferral / active EE | $4,665 | $3,130+49.0% | $4,895-4.7% | $3,192+46.2% |
| Admin fee / account holder | $998 | $5,985-83.3% | $11,611-91.4% | $4,297-76.8% |