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 | $76,502 | $59,805+27.9% | $79,550-3.8% | $68,494+11.7% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -23.66% | -12.30%-11.4pp | 0.16%-23.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,721 | $1,505+14.4% | $2,413-28.7% | $2,596-33.7% |
| Participant deferral / active EE | $5,020 | $3,024+66.0% | $3,985+26.0% | $4,027+24.6% |
| Admin fee / account holder | $1,784 | $4,835-63.1% | $6,832-73.9% | $5,403-67.0% |