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 | $60,928 | $99,032-38.5% | $80,019-23.9% | $135,375-55.0% |
| Participation rate | 47.4% | 78.4%-31.0pp | 75.8%-28.5pp | 82.6%-35.3pp |
| Annual return | -10.58% | 15.39%-26.0pp | 11.22%-21.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,578 | $4,282-63.2% | $3,686-57.2% | $5,609-71.9% |
| Admin fee / account holder | $557 | $10,436-94.7% | $6,521-91.5% | $10,827-94.9% |