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 | $68,936 | $197,825-65.2% | $155,790-55.8% | $125,391-45.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -8.55% | 86.74%-95.3pp | 71.54%-80.1pp | 282.22%-290.8pp |
| Employer contribution / active EE | $1,939 | $4,847-60.0% | $3,836-49.5% | $4,866-60.2% |
| Participant deferral / active EE | $6,463 | $5,630+14.8% | $4,797+34.7% | $5,352+20.8% |
| Admin fee / account holder | $1,401 | $9,545-85.3% | $7,478-81.3% | $9,540-85.3% |