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 | $56,720 | $95,862-40.8% | $79,550-28.7% | $134,475-57.8% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -20.68% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,006 | $3,128-35.9% | $2,413-16.9% | $4,740-57.7% |
| Participant deferral / active EE | $5,979 | $4,693+27.4% | $3,985+50.0% | $6,400-6.6% |
| Admin fee / account holder | $453 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |