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 | $73,254 | $73,004+0.3% | $90,749-19.3% | $68,494+6.9% |
| Participation rate | 50.7% | 70.8%-20.1pp | 75.7%-24.9pp | 67.9%-17.1pp |
| Annual return | -22.27% | -13.81%-8.5pp | -12.16%-10.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,186 | $2,193-0.3% | $2,921-25.1% | $2,596-15.8% |
| Participant deferral / active EE | $3,676 | $3,627+1.4% | $4,564-19.5% | $4,027-8.7% |
| Admin fee / account holder | $5,261 | $5,896-10.8% | $8,445-37.7% | $5,403-2.6% |