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 | $52,359 | $82,664-36.7% | $125,339-58.2% | $68,494-23.6% |
| Participation rate | 69.9% | 75.0%-5.2pp | 82.4%-12.5pp | 67.9%+2.0pp |
| Annual return | -19.81% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,622 | $3,381+7.1% | $4,814-24.8% | $2,596+39.5% |
| Participant deferral / active EE | $9,121 | $6,110+49.3% | $7,446+22.5% | $4,027+126.5% |
| Admin fee / account holder | $6,496 | $6,275+3.5% | $10,010-35.1% | $5,403+20.2% |