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 | $61,606 | $59,805+3.0% | $79,550-22.6% | $68,494-10.1% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.5%-7.6pp | 67.9%-6.0pp |
| Annual return | -27.36% | -12.30%-15.1pp | 0.16%-27.5pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,386 | $1,505-7.9% | $2,413-42.6% | $2,596-46.6% |
| Participant deferral / active EE | $5,544 | $3,024+83.3% | $3,985+39.1% | $4,027+37.7% |
| Admin fee / account holder | $6,217 | $4,835+28.6% | $6,832-9.0% | $5,403+15.1% |