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 | $98,674 | $85,022+16.1% | $70,515+39.9% | $139,434-29.2% |
| Participation rate | 52.4% | 73.9%-21.5pp | 68.3%-16.0pp | 80.3%-27.9pp |
| Annual return | -10.43% | 30.38%-40.8pp | 32.77%-43.2pp | 372.94%-383.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,642 | $5,890-55.1% | $4,567-42.1% | $6,710-60.6% |
| Admin fee / account holder | $585 | $8,906-93.4% | $6,412-90.9% | $11,403-94.9% |