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 | $75,694 | $138,065-45.2% | $123,544-38.7% | $135,375-44.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.04% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,028 | $5,151-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $6,015 | $6,799-11.5% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $6,676 | $10,916-38.8% | $9,284-28.1% | $10,827-38.3% |