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 | $87,102 | $59,805+45.6% | $79,550+9.5% | $68,494+27.2% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -22.83% | -12.30%-10.5pp | 0.16%-23.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,773 | $1,505+17.8% | $2,413-26.5% | $2,596-31.7% |
| Participant deferral / active EE | $3,474 | $3,024+14.9% | $3,985-12.8% | $4,027-13.7% |
| Admin fee / account holder | $1,074 | $4,835-77.8% | $6,832-84.3% | $5,403-80.1% |