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 | $70,676 | $100,754-29.9% | $86,677-18.5% | $134,475-47.4% |
| Participation rate | 53.3% | 78.9%-25.6pp | 76.6%-23.2pp | 81.2%-27.9pp |
| Annual return | -21.80% | 29.04%-50.8pp | 35.91%-57.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,281 | $3,489-63.3% | $2,836-54.8% | $4,740-73.0% |
| Participant deferral / active EE | $2,920 | $5,338-45.3% | $4,656-37.3% | $6,400-54.4% |
| Admin fee / account holder | $6,176 | $10,926-43.5% | $7,493-17.6% | $11,426-45.9% |