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 | $143,865 | $62,586+129.9% | $76,768+87.4% | $64,186+124.1% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -9.92% | -1.95%-8.0pp | 2.43%-12.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,229 | $1,832+76.3% | $2,485+29.9% | $2,381+35.6% |
| Participant deferral / active EE | $4,615 | $3,145+46.8% | $3,852+19.8% | $3,470+33.0% |
| Admin fee / account holder | $595 | $4,667-87.3% | $6,675-91.1% | $4,888-87.8% |