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 | $67,285 | $100,754-33.2% | $86,677-22.4% | $134,475-50.0% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.31% | 29.04%-50.3pp | 35.91%-57.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,492 | $3,489-28.6% | $2,836-12.1% | $4,740-47.4% |
| Participant deferral / active EE | $5,526 | $5,338+3.5% | $4,656+18.7% | $6,400-13.7% |
| Admin fee / account holder | $734 | $10,926-93.3% | $7,493-90.2% | $11,426-93.6% |