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 8-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 | $74,157 | $73,867+0.4% | $143,757-48.4% | $68,494+8.3% |
| Participation rate | 69.3% | 66.7%+2.7pp | 80.3%-11.0pp | 67.9%+1.4pp |
| Annual return | -19.83% | 1.01%-20.8pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,645 | $3,184-48.3% | $4,951-66.8% | $2,596-36.6% |
| Participant deferral / active EE | $3,801 | $3,384+12.3% | $5,637-32.6% | $4,027-5.6% |
| Admin fee / account holder | $3,121 | $5,755-45.8% | $14,673-78.7% | $5,403-42.2% |