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 | $48,196 | $168,632-71.4% | $147,614-67.4% | $125,391-61.6% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -4.63% | 77.65%-82.3pp | 61.98%-66.6pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,342 | $6,252-78.5% | $5,564-75.9% | $4,866-72.4% |
| Participant deferral / active EE | $5,596 | $5,507+1.6% | $4,895+14.3% | $5,352+4.6% |
| Admin fee / account holder | $2,866 | $13,580-78.9% | $11,611-75.3% | $9,540-70.0% |