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 | $139,195 | $57,354+142.7% | $83,848+66.0% | $64,186+116.9% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.1pp | 69.6%-8.6pp |
| Annual return | -8.85% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,826 | $2,545+11.0% | $3,631-22.2% | $2,381+18.7% |
| Participant deferral / active EE | $4,840 | $2,993+61.7% | $4,082+18.6% | $3,470+39.5% |
| Admin fee / account holder | $14,133 | $4,046+249.3% | $5,478+158.0% | $4,888+189.1% |