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 | $48,561 | $162,781-70.2% | $133,956-63.7% | $158,922-69.4% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | -0.55% | 41.94%-42.5pp | 45.09%-45.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $1,883 | $4,975-62.2% | $3,919-51.9% | $4,761-60.4% |
| Participant deferral / active EE | $4,802 | $5,911-18.8% | $5,048-4.9% | $5,982-19.7% |
| Admin fee / account holder | $3,153 | $11,736-73.1% | $8,927-64.7% | $11,246-72.0% |