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 | $63,287 | $27,641+129.0% | $61,373+3.1% | $68,494-7.6% |
| Participation rate | 65.4% | 39.5%+25.9pp | 52.6%+12.8pp | 67.9%-2.5pp |
| Annual return | -23.01% | -13.24%-9.8pp | 338.61%-361.6pp | -7.84%-15.2pp |
| Employer contribution / active EE | $438 | $695-37.1% | $1,159-62.2% | $2,596-83.1% |
| Participant deferral / active EE | $2,794 | $1,263+121.2% | $2,125+31.5% | $4,027-30.6% |
| Admin fee / account holder | $2,086 | $2,010+3.8% | $2,130-2.1% | $5,403-61.4% |