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 8-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 | $166,999 | $60,022+178.2% | $88,946+87.8% | $84,808+96.9% |
| Participation rate | 46.2% | 57.8%-11.7pp | 68.8%-22.7pp | 68.3%-22.2pp |
| Annual return | -15.87% | 22.43%-38.3pp | 57.82%-73.7pp | 40.90%-56.8pp |
| Employer contribution / active EE | $2,170 | $1,703+27.4% | $2,555-15.1% | $2,631-17.5% |
| Participant deferral / active EE | $2,699 | $3,114-13.3% | $4,581-41.1% | $4,212-35.9% |
| Admin fee / account holder | $5,528 | $4,811+14.9% | $8,261-33.1% | $7,344-24.7% |