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 | $240,109 | $82,664+190.5% | $125,339+91.6% | $68,494+250.6% |
| Participation rate | 43.6% | 75.0%-31.5pp | 82.4%-38.8pp | 67.9%-24.3pp |
| Annual return | -26.57% | -5.97%-20.6pp | 572.05%-598.6pp | -7.84%-18.7pp |
| Employer contribution / active EE | $2,348 | $3,381-30.5% | $4,814-51.2% | $2,596-9.6% |
| Participant deferral / active EE | $7,526 | $6,110+23.2% | $7,446+1.1% | $4,027+86.9% |
| Admin fee / account holder | $4,396 | $6,275-29.9% | $10,010-56.1% | $5,403-18.6% |