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 | $71,034 | $82,664-14.1% | $125,339-43.3% | $68,494+3.7% |
| Participation rate | 45.1% | 75.0%-29.9pp | 82.4%-37.3pp | 67.9%-22.8pp |
| Annual return | -21.69% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,019 | $3,381-10.7% | $4,814-37.3% | $2,596+16.3% |
| Participant deferral / active EE | $3,348 | $6,110-45.2% | $7,446-55.0% | $4,027-16.9% |
| Admin fee / account holder | $21,986 | $6,275+250.3% | $10,010+119.6% | $5,403+306.9% |