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 | $65,882 | $50,958+29.3% | $74,550-11.6% | $64,186+2.6% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.1%-14.0pp | 69.6%-14.4pp |
| Annual return | -10.53% | -1.86%-8.7pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $694 | $1,115-37.8% | $1,961-64.6% | $2,381-70.9% |
| Participant deferral / active EE | $2,647 | $2,301+15.0% | $3,108-14.8% | $3,470-23.7% |
| Admin fee / account holder | $3,037 | $4,223-28.1% | $5,060-40.0% | $4,888-37.9% |