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 | $60,478 | $81,900-26.2% | $119,609-49.4% | $68,494-11.7% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | -19.85% | -23.82%+4.0pp | -14.97%-4.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $909 | $2,693-66.3% | $4,232-78.5% | $2,596-65.0% |
| Participant deferral / active EE | $2,932 | $4,148-29.3% | $5,602-47.7% | $4,027-27.2% |
| Admin fee / account holder | $1,662 | $6,582-74.7% | $10,323-83.9% | $5,403-69.2% |