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 | $237,255 | $88,594+167.8% | $70,092+238.5% | $134,475+76.4% |
| Participation rate | 16.7% | 74.9%-58.3pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | -22.10% | 442.67%-464.8pp | 190.73%-212.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $620 | $3,233-80.8% | $2,559-75.8% | $4,740-86.9% |
| Participant deferral / active EE | $3,367 | $4,772-29.5% | $3,849-12.5% | $6,400-47.4% |
| Admin fee / account holder | $2,107 | $10,441-79.8% | $6,267-66.4% | $11,426-81.6% |