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 | $158,478 | $64,707+144.9% | $112,228+41.2% | $68,494+131.4% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -21.64% | -11.40%-10.2pp | 27.45%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $5,324 | $2,746+93.9% | $3,635+46.5% | $2,596+105.1% |
| Participant deferral / active EE | $7,306 | $3,565+104.9% | $4,728+54.5% | $4,027+81.4% |
| Admin fee / account holder | $25,127 | $5,232+380.3% | $6,410+292.0% | $5,403+365.1% |