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 | $69,788 | $133,958-47.9% | $112,228-37.8% | $134,475-48.1% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -21.53% | 47.11%-68.6pp | 27.45%-49.0pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,539 | $4,038-61.9% | $3,635-57.7% | $4,740-67.5% |
| Participant deferral / active EE | $4,534 | $5,291-14.3% | $4,728-4.1% | $6,400-29.2% |
| Admin fee / account holder | $1,282 | $7,489-82.9% | $6,410-80.0% | $11,426-88.8% |