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 | $176,030 | $72,404+143.1% | $110,238+59.7% | $64,186+174.3% |
| Participation rate | 51.4% | 73.3%-22.0pp | 79.8%-28.5pp | 69.6%-18.2pp |
| Annual return | -8.50% | -6.29%-2.2pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,556 | $2,282-31.8% | $3,826-59.3% | $2,381-34.6% |
| Participant deferral / active EE | $3,758 | $3,469+8.3% | $4,672-19.6% | $3,470+8.3% |
| Admin fee / account holder | $3,334 | $5,664-41.1% | $8,547-61.0% | $4,888-31.8% |