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 | $39,164 | $109,327-64.2% | $89,391-56.2% | $158,922-75.4% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | -0.93% | 345.68%-346.6pp | 245.62%-246.5pp | 302.83%-303.8pp |
| Employer contribution / active EE | $877 | $3,170-72.3% | $2,586-66.1% | $4,761-81.6% |
| Participant deferral / active EE | $5,637 | $4,598+22.6% | $3,890+44.9% | $5,982-5.8% |
| Admin fee / account holder | $4,620 | $6,153-24.9% | $4,881-5.3% | $11,246-58.9% |