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 | $83,256 | $142,344-41.5% | $119,609-30.4% | $134,475-38.1% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -23.18% | -12.44%-10.7pp | -14.97%-8.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,336 | $5,222-74.4% | $4,232-68.4% | $4,740-71.8% |
| Participant deferral / active EE | $5,433 | $6,469-16.0% | $5,602-3.0% | $6,400-15.1% |
| Admin fee / account holder | $7,573 | $13,584-44.3% | $10,323-26.6% | $11,426-33.7% |