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 | $143,638 | $72,404+98.4% | $110,238+30.3% | $64,186+123.8% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.6%-7.7pp |
| Annual return | -7.78% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,544 | $2,282-32.3% | $3,826-59.6% | $2,381-35.1% |
| Participant deferral / active EE | $3,637 | $3,469+4.8% | $4,672-22.2% | $3,470+4.8% |
| Admin fee / account holder | $27,309 | $5,664+382.1% | $8,547+219.5% | $4,888+458.7% |