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 3-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 | $75,850 | $87,540-13.4% | $75,781+0.1% | $125,391-39.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -4.69% | 13.48%-18.2pp | 9.68%-14.4pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,375 | $3,930-65.0% | $3,323-58.6% | $4,866-71.7% |
| Participant deferral / active EE | $2,435 | $4,229-42.4% | $3,651-33.3% | $5,352-54.5% |
| Admin fee / account holder | $953 | $6,502-85.3% | $5,299-82.0% | $9,540-90.0% |