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 | $89,315 | $49,177+81.6% | $79,464+12.4% | $64,186+39.2% |
| Participation rate | 19.2% | 65.0%-45.8pp | 73.3%-54.1pp | 69.6%-50.3pp |
| Annual return | -9.66% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $916 | $2,076-55.9% | $2,800-67.3% | $2,381-61.5% |
| Participant deferral / active EE | $2,042 | $2,821-27.6% | $3,704-44.9% | $3,470-41.1% |
| Admin fee / account holder | $427 | $3,839-88.9% | $5,113-91.6% | $4,888-91.3% |