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 | $80,205 | $168,632-52.4% | $147,614-45.7% | $125,391-36.0% |
| Participation rate | 38.5% | 88.8%-50.3pp | 84.6%-46.2pp | 83.2%-44.7pp |
| Annual return | -5.31% | 77.65%-83.0pp | 61.98%-67.3pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,799 | $6,252-71.2% | $5,564-67.7% | $4,866-63.0% |
| Participant deferral / active EE | $3,940 | $5,507-28.4% | $4,895-19.5% | $5,352-26.4% |
| Admin fee / account holder | $914 | $13,580-93.3% | $11,611-92.1% | $9,540-90.4% |