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 | $69,527 | $107,791-35.5% | $90,645-23.3% | $135,375-48.6% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.0%-9.3pp | 82.6%-17.9pp |
| Annual return | -10.66% | -0.90%-9.8pp | 1.88%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $690 | $3,018-77.1% | $2,532-72.8% | $4,779-85.6% |
| Participant deferral / active EE | $2,132 | $3,872-44.9% | $3,425-37.7% | $5,609-62.0% |
| Admin fee / account holder | $1,582 | $5,930-73.3% | $4,994-68.3% | $10,827-85.4% |