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 | $135,546 | $82,664+64.0% | $125,339+8.1% | $68,494+97.9% |
| Participation rate | 54.4% | 75.0%-20.7pp | 82.4%-28.0pp | 67.9%-13.5pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,084 | $3,381-67.9% | $4,814-77.5% | $2,596-58.3% |
| Participant deferral / active EE | $5,596 | $6,110-8.4% | $7,446-24.8% | $4,027+39.0% |
| Admin fee / account holder | $15,611 | $6,275+148.8% | $10,010+56.0% | $5,403+188.9% |