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 | $64,240 | $72,404-11.3% | $110,238-41.7% | $64,186+0.1% |
| Participation rate | 61.2% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | -8.94% | -6.29%-2.6pp | 314.74%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,072 | $2,282-53.0% | $3,826-72.0% | $2,381-55.0% |
| Participant deferral / active EE | $3,402 | $3,469-1.9% | $4,672-27.2% | $3,470-2.0% |
| Admin fee / account holder | $882 | $5,664-84.4% | $8,547-89.7% | $4,888-82.0% |