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 | $59,029 | $111,724-47.2% | $93,606-36.9% | $145,922-59.5% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | -2.99% | 202.98%-206.0pp | 133.20%-136.2pp | 561.29%-564.3pp |
| Employer contribution / active EE | $1,298 | $3,090-58.0% | $2,420-46.4% | $4,660-72.2% |
| Participant deferral / active EE | $2,038 | $4,912-58.5% | $4,411-53.8% | $6,688-69.5% |
| Admin fee / account holder | $713 | $10,250-93.0% | $8,285-91.4% | $13,397-94.7% |