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 | $121,669 | $71,883+69.3% | $86,677+40.4% | $68,494+77.6% |
| Participation rate | 69.4% | 72.2%-2.8pp | 76.6%-7.1pp | 67.9%+1.6pp |
| Annual return | -19.31% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,758 | $2,173-19.1% | $2,836-38.0% | $2,596-32.3% |
| Participant deferral / active EE | $5,903 | $3,779+56.2% | $4,656+26.8% | $4,027+46.6% |
| Admin fee / account holder | $16,590 | $6,112+171.5% | $7,493+121.4% | $5,403+207.1% |