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 | $76,397 | $92,222-17.2% | $76,768-0.5% | $135,375-43.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -8.78% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $745 | $3,216-76.8% | $2,485-70.0% | $4,779-84.4% |
| Participant deferral / active EE | $1,864 | $4,509-58.6% | $3,852-51.6% | $5,609-66.8% |
| Admin fee / account holder | $2,647 | $10,748-75.4% | $6,675-60.4% | $10,827-75.6% |