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 | $100,864 | $76,000+32.7% | $154,107-34.5% | $64,186+57.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -9.88% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,090 | $3,351-67.5% | $5,298-79.4% | $2,381-54.2% |
| Participant deferral / active EE | $3,651 | $3,175+15.0% | $5,081-28.1% | $3,470+5.2% |
| Admin fee / account holder | $3,588 | $5,596-35.9% | $13,411-73.2% | $4,888-26.6% |