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 | $61,431 | $95,193-35.5% | $76,523-19.7% | $135,375-54.6% |
| Participation rate | 46.7% | 74.4%-27.7pp | 68.0%-21.3pp | 82.6%-36.0pp |
| Annual return | -13.10% | 4.85%-18.0pp | -0.27%-12.8pp | 519.73%-532.8pp |
| Employer contribution / active EE | $825 | $3,302-75.0% | $2,647-68.8% | $4,779-82.7% |
| Participant deferral / active EE | $1,905 | $4,639-58.9% | $3,835-50.3% | $5,609-66.0% |
| Admin fee / account holder | $337 | $6,249-94.6% | $4,848-93.0% | $10,827-96.9% |