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 | $64,134 | $69,010-7.1% | $159,960-59.9% | $68,494-6.4% |
| Participation rate | 69.1% | 65.4%+3.7pp | 78.0%-8.8pp | 67.9%+1.2pp |
| Annual return | -19.69% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,931 | $2,213+32.4% | $4,226-30.6% | $2,596+12.9% |
| Participant deferral / active EE | $9,188 | $4,212+118.1% | $6,182+48.6% | $4,027+128.2% |
| Admin fee / account holder | $3,030 | $4,798-36.8% | $8,698-65.2% | $5,403-43.9% |