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 | $153,126 | $56,357+171.7% | $104,294+46.8% | $68,494+123.6% |
| Participation rate | 45.5% | 63.3%-17.8pp | 73.3%-27.8pp | 67.9%-22.4pp |
| Annual return | -19.74% | -9.19%-10.6pp | 24.61%-44.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,372 | $1,960-30.0% | $3,372-59.3% | $2,596-47.1% |
| Participant deferral / active EE | $2,459 | $3,077-20.1% | $4,625-46.8% | $4,027-38.9% |
| Admin fee / account holder | $2,053 | $4,903-58.1% | $7,339-72.0% | $5,403-62.0% |