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 | $54,738 | $190,805-71.3% | $159,960-65.8% | $134,475-59.3% |
| Participation rate | 54.5% | 81.9%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -20.96% | 552.23%-573.2pp | 408.60%-429.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $952 | $4,995-80.9% | $4,226-77.5% | $4,740-79.9% |
| Participant deferral / active EE | $3,320 | $6,923-52.0% | $6,182-46.3% | $6,400-48.1% |
| Admin fee / account holder | $674 | $10,471-93.6% | $8,698-92.3% | $11,426-94.1% |