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 | $91,714 | $133,958-31.5% | $112,228-18.3% | $134,475-31.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -22.38% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,845 | $4,038-54.3% | $3,635-49.2% | $4,740-61.1% |
| Participant deferral / active EE | $5,645 | $5,291+6.7% | $4,728+19.4% | $6,400-11.8% |
| Admin fee / account holder | $1,445 | $7,489-80.7% | $6,410-77.5% | $11,426-87.4% |