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 | $53,583 | $100,754-46.8% | $86,677-38.2% | $134,475-60.2% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -20.86% | 29.04%-49.9pp | 35.91%-56.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,451 | $3,489-29.8% | $2,836-13.6% | $4,740-48.3% |
| Participant deferral / active EE | $5,504 | $5,338+3.1% | $4,656+18.2% | $6,400-14.0% |
| Admin fee / account holder | $2,283 | $10,926-79.1% | $7,493-69.5% | $11,426-80.0% |