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 | $163,244 | $48,265+238.2% | $68,791+137.3% | $68,494+138.3% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -28.54% | -12.71%-15.8pp | -6.38%-22.2pp | -7.84%-20.7pp |
| Employer contribution / active EE | $1,184 | $1,829-35.2% | $2,655-55.4% | $2,596-54.4% |
| Participant deferral / active EE | $1,688 | $2,867-41.1% | $3,941-57.2% | $4,027-58.1% |
| Admin fee / account holder | $4,913 | $4,355+12.8% | $4,932-0.4% | $5,403-9.1% |