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 | $130,600 | $97,044+34.6% | $83,333+56.7% | $135,375-3.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.09% | 12.31%-23.4pp | 10.63%-21.7pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,336 | $4,143-67.8% | $3,379-60.5% | $4,779-72.0% |
| Participant deferral / active EE | $8,529 | $5,964+43.0% | $5,565+53.3% | $5,609+52.1% |
| Admin fee / account holder | $1,891 | $8,380-77.4% | $7,510-74.8% | $10,827-82.5% |