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 | $159,320 | $82,664+92.7% | $125,339+27.1% | $68,494+132.6% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,352 | $3,381-60.0% | $4,814-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $4,637 | $6,110-24.1% | $7,446-37.7% | $4,027+15.1% |
| Admin fee / account holder | $7,968 | $6,275+27.0% | $10,010-20.4% | $5,403+47.5% |