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 | $103,023 | $167,307-38.4% | $143,757-28.3% | $134,475-23.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.36% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,977 | $5,619-11.4% | $4,951+0.5% | $4,740+5.0% |
| Participant deferral / active EE | $5,788 | $6,446-10.2% | $5,637+2.7% | $6,400-9.6% |
| Admin fee / account holder | $747 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |