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 | $114,605 | $58,512+95.9% | $84,015+36.4% | $72,985+57.0% |
| Participation rate | 27.6% | 61.2%-33.6pp | 69.0%-41.4pp | 69.5%-41.9pp |
| Annual return | -58.44% | 28.93%-87.4pp | 71.31%-129.7pp | 81.00%-139.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $2,394-48.1% | $3,239-61.6% | $3,607-65.5% |
| Admin fee / account holder | $11,556 | $4,569+152.9% | $6,101+89.4% | $5,124+125.5% |