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 | $63,885 | $87,540-27.0% | $75,781-15.7% | $125,391-49.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -4.76% | 13.48%-18.2pp | 9.68%-14.4pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,306 | $3,930-66.8% | $3,323-60.7% | $4,866-73.2% |
| Participant deferral / active EE | $10,391 | $4,229+145.7% | $3,651+184.6% | $5,352+94.2% |
| Admin fee / account holder | $552 | $6,502-91.5% | $5,299-89.6% | $9,540-94.2% |