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 | $81,846 | $49,227+66.3% | $70,449+16.2% | $79,858+2.5% |
| Participation rate | 56.1% | 69.2%-13.0pp | 75.1%-18.9pp | 69.6%-13.5pp |
| Annual return | -14.21% | 30.06%-44.3pp | 109.03%-123.2pp | 31.71%-45.9pp |
| Employer contribution / active EE | $4,466 | $2,099+112.8% | $2,737+63.2% | $2,471+80.7% |
| Participant deferral / active EE | $9,065 | $2,768+227.5% | $3,709+144.4% | $3,740+142.4% |
| Admin fee / account holder | $3,497 | $2,878+21.5% | $3,845-9.1% | $5,306-34.1% |