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 | $65,779 | $61,660+6.7% | $80,019-17.8% | $64,186+2.5% |
| Participation rate | 34.3% | 71.7%-37.4pp | 75.8%-41.5pp | 69.6%-35.3pp |
| Annual return | -8.16% | -0.33%-7.8pp | 11.22%-19.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,305 | $2,968-22.3% | $3,686-37.5% | $3,470-33.6% |
| Admin fee / account holder | $7,276 | $5,417+34.3% | $6,521+11.6% | $4,888+48.9% |