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 | $205,511 | $82,664+148.6% | $125,339+64.0% | $68,494+200.0% |
| Participation rate | 54.8% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -22.49% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,087 | $3,381-67.8% | $4,814-77.4% | $2,596-58.1% |
| Participant deferral / active EE | $4,997 | $6,110-18.2% | $7,446-32.9% | $4,027+24.1% |
| Admin fee / account holder | $7,809 | $6,275+24.4% | $10,010-22.0% | $5,403+44.5% |