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 5-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 | $107,350 | $30,400+253.1% | $53,898+99.2% | $84,808+26.6% |
| Participation rate | 46.7% | 46.4%+0.2pp | 55.0%-8.3pp | 68.3%-21.6pp |
| Annual return | -8.60% | 500.19%-508.8pp | 528.60%-537.2pp | 40.90%-49.5pp |
| Employer contribution / active EE | $782 | $603+29.7% | $932-16.1% | $2,631-70.3% |
| Participant deferral / active EE | $1,964 | $1,199+63.9% | $1,826+7.6% | $4,212-53.4% |
| Admin fee / account holder | $11,696 | $1,993+486.8% | $2,491+369.6% | $7,344+59.3% |