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 | $50,200 | $49,177+2.1% | $79,464-36.8% | $64,186-21.8% |
| Participation rate | 59.1% | 65.0%-5.9pp | 73.3%-14.2pp | 69.6%-10.4pp |
| Annual return | -8.42% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,885 | $2,076+39.0% | $2,800+3.0% | $2,381+21.2% |
| Participant deferral / active EE | $5,291 | $2,821+87.5% | $3,704+42.8% | $3,470+52.5% |
| Admin fee / account holder | $2,892 | $3,839-24.7% | $5,113-43.4% | $4,888-40.8% |