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 | $86,819 | $48,265+79.9% | $68,791+26.2% | $68,494+26.8% |
| Participation rate | 49.2% | 60.7%-11.5pp | 69.0%-19.8pp | 67.9%-18.7pp |
| Annual return | -20.50% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,100 | $1,829-39.8% | $2,655-58.6% | $2,596-57.6% |
| Participant deferral / active EE | $3,821 | $2,867+33.3% | $3,941-3.0% | $4,027-5.1% |
| Admin fee / account holder | $15,831 | $4,355+263.5% | $4,932+221.0% | $5,403+193.0% |