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 | $106,473 | $53,162+100.3% | $91,220+16.7% | $68,494+55.4% |
| Participation rate | 13.9% | 63.2%-49.3pp | 73.2%-59.3pp | 67.9%-54.0pp |
| Annual return | -25.48% | -3.14%-22.3pp | 114.01%-139.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $675 | $1,709-60.5% | $2,850-76.3% | $2,596-74.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,461 | $4,493-23.0% | $5,420-36.1% | $5,403-35.9% |