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 | $73,466 | $82,664-11.1% | $125,339-41.4% | $68,494+7.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.23% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,250 | $3,381-63.0% | $4,814-74.0% | $2,596-51.9% |
| Participant deferral / active EE | $4,879 | $6,110-20.2% | $7,446-34.5% | $4,027+21.1% |
| Admin fee / account holder | $18,642 | $6,275+197.1% | $10,010+86.2% | $5,403+245.0% |