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 | $76,305 | $91,538-16.6% | $129,995-41.3% | $75,163+1.5% |
| Participation rate | 54.5% | 71.4%-16.9pp | 78.5%-23.9pp | 67.2%-12.6pp |
| Annual return | 12.35% | -631.11%+643.5pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,358 | $4,341-22.6% | $5,820-42.3% | $4,125-18.6% |
| Admin fee / account holder | $8,188 | $6,790+20.6% | $10,614-22.9% | $5,651+44.9% |