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 | $58,998 | $85,202-30.8% | $172,739-65.8% | $72,985-19.2% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | -0.03% | 27.32%-27.4pp | 802.84%-802.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $9,151 | $3,324+175.3% | $5,143+77.9% | $2,440+275.1% |
| Participant deferral / active EE | $1,397 | $3,260-57.2% | $5,198-73.1% | $3,607-61.3% |
| Admin fee / account holder | $9,396 | $5,884+59.7% | $13,954-32.7% | $5,124+83.4% |