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 | $98,053 | $59,107+65.9% | $86,436+13.4% | $68,494+43.2% |
| Participation rate | 68.8% | 75.2%-6.5pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -20.60% | -0.23%-20.4pp | 4394.89%-4415.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $358 | $2,519-85.8% | $3,769-90.5% | $2,596-86.2% |
| Participant deferral / active EE | $6,825 | $5,901+15.6% | $6,952-1.8% | $4,027+69.5% |
| Admin fee / account holder | $2,441 | $5,637-56.7% | $6,731-63.7% | $5,403-54.8% |