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 | $69,657 | $64,839+7.4% | $95,585-27.1% | $84,808-17.9% |
| Participation rate | 64.0% | 63.8%+0.2pp | 72.1%-8.1pp | 68.3%-4.3pp |
| Annual return | 11.64% | -670.96%+682.6pp | 38.56%-26.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,014 | $1,759-42.4% | $2,527-59.9% | $2,631-61.5% |
| Participant deferral / active EE | $2,424 | $2,965-18.2% | $4,023-39.7% | $4,212-42.4% |
| Admin fee / account holder | $16,008 | $5,964+168.4% | $6,127+161.3% | $7,344+118.0% |