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 | $80,789 | $167,307-51.7% | $143,757-43.8% | $134,475-39.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -20.40% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,497 | $6,446-61.3% | $5,637-55.7% | $6,400-61.0% |
| Admin fee / account holder | $10,347 | $18,088-42.8% | $14,673-29.5% | $11,426-9.4% |