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 | $106,439 | $59,805+78.0% | $79,550+33.8% | $68,494+55.4% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.5%-2.3pp | 67.9%-0.7pp |
| Annual return | -22.92% | -12.30%-10.6pp | 0.16%-23.1pp | -7.84%-15.1pp |
| Employer contribution / active EE | $878 | $1,505-41.7% | $2,413-63.6% | $2,596-66.2% |
| Participant deferral / active EE | $4,079 | $3,024+34.9% | $3,985+2.3% | $4,027+1.3% |
| Admin fee / account holder | $7,319 | $4,835+51.4% | $6,832+7.1% | $5,403+35.5% |