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 | $222,836 | $95,862+132.5% | $79,550+180.1% | $134,475+65.7% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -56.01% | -2.69%-53.3pp | 0.16%-56.2pp | 417.96%-474.0pp |
| Employer contribution / active EE | $1,672 | $3,128-46.5% | $2,413-30.7% | $4,740-64.7% |
| Participant deferral / active EE | $4,965 | $4,693+5.8% | $3,985+24.6% | $6,400-22.4% |
| Admin fee / account holder | $531 | $9,126-94.2% | $6,832-92.2% | $11,426-95.4% |