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 | $57,698 | $142,344-59.5% | $119,609-51.8% | $134,475-57.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -22.05% | -12.44%-9.6pp | -14.97%-7.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,398 | $5,222-73.2% | $4,232-67.0% | $4,740-70.5% |
| Participant deferral / active EE | $2,130 | $6,469-67.1% | $5,602-62.0% | $6,400-66.7% |
| Admin fee / account holder | $1,624 | $13,584-88.0% | $10,323-84.3% | $11,426-85.8% |