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 | $39,201 | $129,942-69.8% | $104,294-62.4% | $134,475-70.8% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -21.16% | 42.03%-63.2pp | 24.61%-45.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,457 | $4,184-41.3% | $3,372-27.1% | $4,740-48.2% |
| Participant deferral / active EE | $5,544 | $5,588-0.8% | $4,625+19.9% | $6,400-13.4% |
| Admin fee / account holder | $1,003 | $9,323-89.2% | $7,339-86.3% | $11,426-91.2% |