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 | $108,579 | $54,350+99.8% | $82,719+31.3% | $68,494+58.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -21.11% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $665 | $2,218-70.0% | $3,009-77.9% | $2,596-74.4% |
| Participant deferral / active EE | $1,551 | $3,246-52.2% | $4,395-64.7% | $4,027-61.5% |
| Admin fee / account holder | $2,463 | $4,395-44.0% | $5,329-53.8% | $5,403-54.4% |