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 | $66,927 | $167,484-60.0% | $151,611-55.9% | $134,475-50.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -22.27% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $4,269 | $6,829-37.5% | $6,166-30.8% | $4,740-9.9% |
| Participant deferral / active EE | $13,600 | $8,986+51.4% | $8,363+62.6% | $6,400+112.5% |
| Admin fee / account holder | $14,082 | $13,783+2.2% | $11,616+21.2% | $11,426+23.2% |