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 3-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 | $86,945 | $71,883+21.0% | $86,677+0.3% | $68,494+26.9% |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.6%-16.0pp | 67.9%-7.3pp |
| Annual return | -18.98% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,611 | $2,173-25.8% | $2,836-43.2% | $2,596-37.9% |
| Participant deferral / active EE | $2,326 | $3,779-38.4% | $4,656-50.0% | $4,027-42.2% |
| Admin fee / account holder | $2,599 | $6,112-57.5% | $7,493-65.3% | $5,403-51.9% |