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 | $76,903 | $100,754-23.7% | $86,677-11.3% | $134,475-42.8% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -21.66% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,573 | $5,338-51.8% | $4,656-44.7% | $6,400-59.8% |
| Admin fee / account holder | $894 | $10,926-91.8% | $7,493-88.1% | $11,426-92.2% |