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 | $70,569 | $71,883-1.8% | $86,677-18.6% | $68,494+3.0% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -19.53% | 3.52%-23.1pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $634 | $2,173-70.8% | $2,836-77.6% | $2,596-75.6% |
| Participant deferral / active EE | $4,669 | $3,779+23.6% | $4,656+0.3% | $4,027+15.9% |
| Admin fee / account holder | $845 | $6,112-86.2% | $7,493-88.7% | $5,403-84.4% |