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 | $141,898 | $69,010+105.6% | $159,960-11.3% | $68,494+107.2% |
| Participation rate | 37.3% | 65.4%-28.1pp | 78.0%-40.7pp | 67.9%-30.6pp |
| Annual return | -21.81% | -9.65%-12.2pp | 408.60%-430.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,137 | $2,213-48.6% | $4,226-73.1% | $2,596-56.2% |
| Participant deferral / active EE | $2,977 | $4,212-29.3% | $6,182-51.9% | $4,027-26.1% |
| Admin fee / account holder | $3,981 | $4,798-17.0% | $8,698-54.2% | $5,403-26.3% |