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 | $68,008 | $167,307-59.4% | $143,757-52.7% | $134,475-49.4% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -22.90% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,521 | $5,619-72.9% | $4,951-69.3% | $4,740-67.9% |
| Participant deferral / active EE | $5,314 | $6,446-17.6% | $5,637-5.7% | $6,400-17.0% |
| Admin fee / account holder | $574 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |