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 | $72,771 | $73,004-0.3% | $90,749-19.8% | $68,494+6.2% |
| Participation rate | 57.7% | 70.8%-13.1pp | 75.7%-18.0pp | 67.9%-10.2pp |
| Annual return | -22.65% | -13.81%-8.8pp | -12.16%-10.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,244 | $2,193-43.3% | $2,921-57.4% | $2,596-52.1% |
| Participant deferral / active EE | $5,101 | $3,627+40.7% | $4,564+11.8% | $4,027+26.7% |
| Admin fee / account holder | $6,589 | $5,896+11.7% | $8,445-22.0% | $5,403+21.9% |