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 | $94,653 | $57,354+65.0% | $83,848+12.9% | $64,186+47.5% |
| Participation rate | 18.5% | 68.6%-50.1pp | 76.1%-57.6pp | 69.6%-51.0pp |
| Annual return | -8.81% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $617 | $2,545-75.8% | $3,631-83.0% | $2,381-74.1% |
| Participant deferral / active EE | $1,837 | $2,993-38.6% | $4,082-55.0% | $3,470-47.0% |
| Admin fee / account holder | $2,014 | $4,046-50.2% | $5,478-63.2% | $4,888-58.8% |