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 | $79,348 | $64,707+22.6% | $112,228-29.3% | $68,494+15.8% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -20.87% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,376 | $2,746-49.9% | $3,635-62.1% | $2,596-47.0% |
| Participant deferral / active EE | $3,026 | $3,565-15.1% | $4,728-36.0% | $4,027-24.9% |
| Admin fee / account holder | $3,968 | $5,232-24.2% | $6,410-38.1% | $5,403-26.6% |