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 5-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 | $70,014 | $117,983-40.7% | $101,794-31.2% | $142,382-50.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | -1.22% | 36.92%-38.1pp | 30.53%-31.7pp | 217.08%-218.3pp |
| Employer contribution / active EE | $2,445 | $2,773-11.8% | $2,289+6.8% | $4,299-43.1% |
| Participant deferral / active EE | $12,325 | $4,714+161.5% | $4,084+201.8% | $6,507+89.4% |
| Admin fee / account holder | $8,396 | $10,433-19.5% | $8,777-4.3% | $12,624-33.5% |