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 | $99,059 | $84,527+17.2% | $67,711+46.3% | $125,391-21.0% |
| Participation rate | 44.4% | 74.8%-30.3pp | 67.5%-23.1pp | 83.2%-38.7pp |
| Annual return | -4.60% | 2.57%-7.2pp | 25.41%-30.0pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,343 | $3,292-59.2% | $2,559-47.5% | $4,866-72.4% |
| Participant deferral / active EE | $4,720 | $4,429+6.6% | $3,585+31.7% | $5,352-11.8% |
| Admin fee / account holder | $1,906 | $5,340-64.3% | $4,255-55.2% | $9,540-80.0% |