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 | $55,454 | $133,958-58.6% | $112,228-50.6% | $134,475-58.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -21.32% | 47.11%-68.4pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,479 | $4,038-63.4% | $3,635-59.3% | $4,740-68.8% |
| Participant deferral / active EE | $2,420 | $5,291-54.3% | $4,728-48.8% | $6,400-62.2% |
| Admin fee / account holder | $854 | $7,489-88.6% | $6,410-86.7% | $11,426-92.5% |