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 | $95,397 | $59,805+59.5% | $79,550+19.9% | $68,494+39.3% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -20.76% | -12.30%-8.5pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,132 | $1,505-24.8% | $2,413-53.1% | $2,596-56.4% |
| Participant deferral / active EE | $5,526 | $3,024+82.7% | $3,985+38.7% | $4,027+37.2% |
| Admin fee / account holder | $7,888 | $4,835+63.2% | $6,832+15.5% | $5,403+46.0% |