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 | $72,750 | $108,172-32.7% | $77,482-6.1% | $158,922-54.2% |
| Participation rate | 68.4% | 64.4%+4.0pp | 54.2%+14.2pp | 82.0%-13.5pp |
| Annual return | -27.10% | 31.67%-58.8pp | 54.79%-81.9pp | 302.83%-329.9pp |
| Employer contribution / active EE | $766 | $1,325-42.2% | $986-22.3% | $4,761-83.9% |
| Participant deferral / active EE | $1,010 | $2,456-58.9% | $1,861-45.7% | $5,982-83.1% |
| Admin fee / account holder | $304 | $3,708-91.8% | $2,858-89.4% | $11,246-97.3% |