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 | $57,985 | $95,862-39.5% | $79,550-27.1% | $134,475-56.9% |
| Participation rate | 59.1% | 75.0%-15.9pp | 69.5%-10.4pp | 81.2%-22.1pp |
| Annual return | -21.00% | -2.69%-18.3pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,982 | $3,128-36.6% | $2,413-17.9% | $4,740-58.2% |
| Participant deferral / active EE | $3,144 | $4,693-33.0% | $3,985-21.1% | $6,400-50.9% |
| Admin fee / account holder | $1,031 | $9,126-88.7% | $6,832-84.9% | $11,426-91.0% |