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 | $61,018 | $81,900-25.5% | $119,609-49.0% | $68,494-10.9% |
| Participation rate | 68.2% | 71.9%-3.7pp | 79.3%-11.1pp | 67.9%+0.3pp |
| Annual return | -21.49% | -23.82%+2.3pp | -14.97%-6.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $986 | $2,693-63.4% | $4,232-76.7% | $2,596-62.0% |
| Participant deferral / active EE | $4,159 | $4,148+0.3% | $5,602-25.8% | $4,027+3.3% |
| Admin fee / account holder | $4,575 | $6,582-30.5% | $10,323-55.7% | $5,403-15.3% |