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 | $73,654 | $167,484-56.0% | $151,611-51.4% | $134,475-45.2% |
| Participation rate | 59.1% | 88.4%-29.3pp | 87.5%-28.4pp | 81.2%-22.1pp |
| Annual return | -21.39% | 7.80%-29.2pp | 3.33%-24.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,709 | $6,829-60.3% | $6,166-56.1% | $4,740-42.8% |
| Participant deferral / active EE | $5,299 | $8,986-41.0% | $8,363-36.6% | $6,400-17.2% |
| Admin fee / account holder | $3,262 | $13,783-76.3% | $11,616-71.9% | $11,426-71.4% |