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 | $67,209 | $45,863+46.5% | $77,024-12.7% | $68,494-1.9% |
| Participation rate | 27.5% | 55.9%-28.5pp | 67.9%-40.5pp | 67.9%-40.4pp |
| Annual return | -20.30% | 1.72%-22.0pp | 42.32%-62.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,299 | $1,650-21.3% | $2,812-53.8% | $2,596-50.0% |
| Participant deferral / active EE | $3,261 | $2,962+10.1% | $4,426-26.3% | $4,027-19.0% |
| Admin fee / account holder | $4,870 | $3,041+60.2% | $5,425-10.2% | $5,403-9.9% |