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 | $78,925 | $81,900-3.6% | $119,609-34.0% | $68,494+15.2% |
| Participation rate | 41.8% | 71.9%-30.1pp | 79.3%-37.4pp | 67.9%-26.1pp |
| Annual return | -23.12% | -23.82%+0.7pp | -14.97%-8.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,184 | $2,693-56.0% | $4,232-72.0% | $2,596-54.4% |
| Participant deferral / active EE | $2,656 | $4,148-36.0% | $5,602-52.6% | $4,027-34.0% |
| Admin fee / account holder | $12,312 | $6,582+87.1% | $10,323+19.3% | $5,403+127.9% |