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 | $122,144 | $71,883+69.9% | $86,677+40.9% | $68,494+78.3% |
| Participation rate | 56.6% | 72.2%-15.6pp | 76.6%-20.0pp | 67.9%-11.3pp |
| Annual return | -49.56% | 3.52%-53.1pp | 35.91%-85.5pp | -7.84%-41.7pp |
| Employer contribution / active EE | $1,607 | $2,173-26.0% | $2,836-43.3% | $2,596-38.1% |
| Participant deferral / active EE | $2,942 | $3,779-22.1% | $4,656-36.8% | $4,027-27.0% |
| Admin fee / account holder | $1,134 | $6,112-81.4% | $7,493-84.9% | $5,403-79.0% |