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 | $75,735 | $53,162+42.5% | $91,220-17.0% | $68,494+10.6% |
| Participation rate | 51.1% | 63.2%-12.1pp | 73.2%-22.1pp | 67.9%-16.8pp |
| Annual return | -23.23% | -3.14%-20.1pp | 114.01%-137.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,530 | $1,709-10.5% | $2,850-46.3% | $2,596-41.1% |
| Participant deferral / active EE | $1,977 | $2,974-33.5% | $4,234-53.3% | $4,027-50.9% |
| Admin fee / account holder | $1,881 | $4,493-58.1% | $5,420-65.3% | $5,403-65.2% |