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 | $222,754 | $106,890+108.4% | $84,015+165.1% | $152,861+45.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | -6.57% | 104.99%-111.6pp | 71.31%-77.9pp | 345.32%-351.9pp |
| Employer contribution / active EE | $2,032 | $2,734-25.7% | $1,983+2.5% | $4,762-57.3% |
| Participant deferral / active EE | $4,590 | $4,011+14.4% | $3,239+41.7% | $5,850-21.5% |
| Admin fee / account holder | $17,508 | $8,285+111.3% | $6,101+187.0% | $11,596+51.0% |