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 | $75,590 | $82,664-8.6% | $125,339-39.7% | $68,494+10.4% |
| Participation rate | 58.0% | 75.0%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -20.07% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,112 | $3,381-37.5% | $4,814-56.1% | $2,596-18.7% |
| Participant deferral / active EE | $2,815 | $6,110-53.9% | $7,446-62.2% | $4,027-30.1% |
| Admin fee / account holder | $690 | $6,275-89.0% | $10,010-93.1% | $5,403-87.2% |