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 | $67,804 | $102,966-34.1% | $90,281-24.9% | $152,861-55.6% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 0.61% | 95.16%-94.6pp | 78.10%-77.5pp | 345.32%-344.7pp |
| Employer contribution / active EE | $909 | $3,139-71.0% | $2,854-68.2% | $4,762-80.9% |
| Participant deferral / active EE | $4,930 | $4,281+15.2% | $3,885+26.9% | $5,850-15.7% |
| Admin fee / account holder | $8,292 | $6,171+34.4% | $5,351+55.0% | $11,596-28.5% |