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 | $134,506 | $79,449+69.3% | $189,557-29.0% | $85,850+56.7% |
| Participation rate | 57.1% | 66.0%-8.8pp | 78.4%-21.3pp | 69.3%-12.2pp |
| Annual return | -10.60% | 18.45%-29.0pp | 64.17%-74.8pp | 318.53%-329.1pp |
| Employer contribution / active EE | $2,066 | $2,081-0.7% | $4,412-53.2% | $2,565-19.4% |
| Participant deferral / active EE | $4,722 | $4,051+16.6% | $6,174-23.5% | $3,952+19.5% |
| Admin fee / account holder | $3,758 | $5,377-30.1% | $9,807-61.7% | $6,260-40.0% |