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 6-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 | $78,922 | $71,883+9.8% | $86,677-8.9% | $68,494+15.2% |
| Participation rate | 57.7% | 72.2%-14.5pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -21.12% | 3.52%-24.6pp | 35.91%-57.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,559 | $2,173-28.3% | $2,836-45.0% | $2,596-40.0% |
| Participant deferral / active EE | $3,427 | $3,779-9.3% | $4,656-26.4% | $4,027-14.9% |
| Admin fee / account holder | $670 | $6,112-89.0% | $7,493-91.1% | $5,403-87.6% |