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 | $76,646 | $211,958-63.8% | $169,463-54.8% | $135,375-43.4% |
| Participation rate | 61.1% | 82.6%-21.5pp | 77.8%-16.7pp | 82.6%-21.5pp |
| Annual return | -9.88% | 3.26%-13.1pp | 1.83%-11.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,819 | $5,120-64.5% | $4,159-56.3% | $4,779-61.9% |
| Participant deferral / active EE | $3,332 | $6,075-45.2% | $5,277-36.9% | $5,609-40.6% |
| Admin fee / account holder | $940 | $11,471-91.8% | $9,109-89.7% | $10,827-91.3% |