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 | $53,308 | $84,402-36.8% | $61,373-13.1% | $134,475-60.4% |
| Participation rate | 57.9% | 62.2%-4.3pp | 52.6%+5.3pp | 81.2%-23.3pp |
| Annual return | -22.75% | 584.55%-607.3pp | 338.61%-361.4pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,425 | $1,544-7.7% | $1,159+22.9% | $4,740-69.9% |
| Participant deferral / active EE | $3,472 | $2,819+23.2% | $2,125+63.4% | $6,400-45.8% |
| Admin fee / account holder | $518 | $2,585-79.9% | $2,130-75.7% | $11,426-95.5% |