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 | $83,453 | $69,010+20.9% | $159,960-47.8% | $68,494+21.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -23.08% | -9.65%-13.4pp | 408.60%-431.7pp | -7.84%-15.2pp |
| Employer contribution / active EE | $669 | $2,213-69.8% | $4,226-84.2% | $2,596-74.2% |
| Participant deferral / active EE | $2,094 | $4,212-50.3% | $6,182-66.1% | $4,027-48.0% |
| Admin fee / account holder | $581 | $4,798-87.9% | $8,698-93.3% | $5,403-89.3% |