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 | $71,173 | $64,707+10.0% | $112,228-36.6% | $68,494+3.9% |
| Participation rate | 31.3% | 67.2%-35.9pp | 75.1%-43.8pp | 67.9%-36.6pp |
| Annual return | -55.63% | -11.40%-44.2pp | 27.45%-83.1pp | -7.84%-47.8pp |
| Employer contribution / active EE | $2,018 | $2,746-26.5% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $3,493 | $3,565-2.0% | $4,728-26.1% | $4,027-13.3% |
| Admin fee / account holder | $3,519 | $5,232-32.7% | $6,410-45.1% | $5,403-34.9% |