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 | $44,341 | $71,883-38.3% | $86,677-48.8% | $68,494-35.3% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -24.13% | 3.52%-27.7pp | 35.91%-60.0pp | -7.84%-16.3pp |
| Employer contribution / active EE | $2,151 | $2,173-1.0% | $2,836-24.2% | $2,596-17.2% |
| Participant deferral / active EE | $5,027 | $3,779+33.0% | $4,656+8.0% | $4,027+24.8% |
| Admin fee / account holder | $6,970 | $6,112+14.0% | $7,493-7.0% | $5,403+29.0% |