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 | $106,487 | $110,094-3.3% | $151,611-29.8% | $68,494+55.5% |
| Participation rate | 51.4% | 84.0%-32.5pp | 87.5%-36.1pp | 67.9%-16.5pp |
| Annual return | -20.99% | -10.12%-10.9pp | 3.33%-24.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,163 | $6,527-36.2% | $8,363-50.2% | $4,027+3.4% |
| Admin fee / account holder | $3,223 | $7,719-58.2% | $11,616-72.3% | $5,403-40.4% |