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 | $98,759 | $211,958-53.4% | $169,463-41.7% | $135,375-27.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -11.43% | 3.26%-14.7pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,700 | $5,120-66.8% | $4,159-59.1% | $4,779-64.4% |
| Participant deferral / active EE | $10,300 | $6,075+69.5% | $5,277+95.2% | $5,609+83.6% |
| Admin fee / account holder | $1,305 | $11,471-88.6% | $9,109-85.7% | $10,827-87.9% |