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 | $63,836 | $46,674+36.8% | $117,472-45.7% | $68,494-6.8% |
| Participation rate | 55.0% | 56.8%-1.8pp | 70.6%-15.6pp | 67.9%-12.9pp |
| Annual return | -19.39% | -14.52%-4.9pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $823 | $1,505-45.3% | $4,176-80.3% | $2,596-68.3% |
| Participant deferral / active EE | $1,893 | $2,636-28.2% | $4,070-53.5% | $4,027-53.0% |
| Admin fee / account holder | $7,979 | $4,020+98.5% | $5,645+41.3% | $5,403+47.7% |