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 | $68,262 | $45,863+48.8% | $77,024-11.4% | $68,494-0.3% |
| Participation rate | 40.3% | 55.9%-15.6pp | 67.9%-27.6pp | 67.9%-27.6pp |
| Annual return | -22.03% | 1.72%-23.7pp | 42.32%-64.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,650 | $1,6500% | $2,812-41.3% | $2,596-36.5% |
| Participant deferral / active EE | $3,241 | $2,962+9.4% | $4,426-26.8% | $4,027-19.5% |
| Admin fee / account holder | $1,716 | $3,041-43.6% | $5,425-68.4% | $5,403-68.2% |