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 | $78,141 | $127,386-38.7% | $115,037-32.1% | $125,391-37.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -6.95% | 31.28%-38.2pp | 26.14%-33.1pp | 282.22%-289.2pp |
| Employer contribution / active EE | $2,942 | $5,166-43.1% | $4,608-36.2% | $4,866-39.5% |
| Participant deferral / active EE | $5,743 | $6,423-10.6% | $6,026-4.7% | $5,352+7.3% |
| Admin fee / account holder | $588 | $9,516-93.8% | $8,175-92.8% | $9,540-93.8% |