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 | $86,542 | $56,357+53.6% | $104,294-17.0% | $68,494+26.3% |
| Participation rate | 45.8% | 63.3%-17.5pp | 73.3%-27.5pp | 67.9%-22.1pp |
| Annual return | -19.54% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,123 | $1,960+8.3% | $3,372-37.0% | $2,596-18.2% |
| Participant deferral / active EE | $3,513 | $3,077+14.1% | $4,625-24.1% | $4,027-12.8% |
| Admin fee / account holder | $7,414 | $4,903+51.2% | $7,339+1.0% | $5,403+37.2% |