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 | $62,551 | $45,863+36.4% | $77,024-18.8% | $68,494-8.7% |
| Participation rate | 27.9% | 55.9%-28.0pp | 67.9%-40.0pp | 67.9%-40.0pp |
| Annual return | -21.68% | 1.72%-23.4pp | 42.32%-64.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,758 | $1,650+6.6% | $2,812-37.5% | $2,596-32.3% |
| Participant deferral / active EE | $3,931 | $2,962+32.7% | $4,426-11.2% | $4,027-2.4% |
| Admin fee / account holder | $2,729 | $3,041-10.2% | $5,425-49.7% | $5,403-49.5% |