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 | $67,819 | $64,707+4.8% | $112,228-39.6% | $68,494-1.0% |
| Participation rate | 43.3% | 67.2%-23.8pp | 75.1%-31.7pp | 67.9%-24.6pp |
| Annual return | -20.13% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,003 | $2,746-63.5% | $3,635-72.4% | $2,596-61.4% |
| Participant deferral / active EE | $2,775 | $3,565-22.1% | $4,728-41.3% | $4,027-31.1% |
| Admin fee / account holder | $681 | $5,232-87.0% | $6,410-89.4% | $5,403-87.4% |