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 | $124,477 | $73,004+70.5% | $90,749+37.2% | $68,494+81.7% |
| Participation rate | 65.9% | 70.8%-5.0pp | 75.7%-9.8pp | 67.9%-2.0pp |
| Annual return | -19.71% | -13.81%-5.9pp | -12.16%-7.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,248 | $2,193-43.1% | $2,921-57.3% | $2,596-51.9% |
| Participant deferral / active EE | $4,359 | $3,627+20.2% | $4,564-4.5% | $4,027+8.2% |
| Admin fee / account holder | $1,958 | $5,896-66.8% | $8,445-76.8% | $5,403-63.8% |