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 | $57,731 | $73,867-21.8% | $143,757-59.8% | $68,494-15.7% |
| Participation rate | 67.4% | 66.7%+0.8pp | 80.3%-12.9pp | 67.9%-0.4pp |
| Annual return | -20.30% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4,882 | $3,184+53.3% | $4,951-1.4% | $2,596+88.0% |
| Participant deferral / active EE | $3,614 | $3,384+6.8% | $5,637-35.9% | $4,027-10.3% |
| Admin fee / account holder | $678 | $5,755-88.2% | $14,673-95.4% | $5,403-87.5% |