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 | $76,820 | $82,664-7.1% | $125,339-38.7% | $68,494+12.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,874 | $3,381-44.6% | $4,814-61.1% | $2,596-27.8% |
| Participant deferral / active EE | $4,617 | $6,110-24.4% | $7,446-38.0% | $4,027+14.6% |
| Admin fee / account holder | $2,063 | $6,275-67.1% | $10,010-79.4% | $5,403-61.8% |