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 | $59,089 | $42,894+37.8% | $60,874-2.9% | $68,494-13.7% |
| Participation rate | 54.4% | 66.8%-12.4pp | 73.1%-18.7pp | 67.9%-13.5pp |
| Annual return | -18.97% | -13.98%-5.0pp | 16.90%-35.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,427 | $1,978-27.9% | $2,701-47.2% | $2,596-45.0% |
| Participant deferral / active EE | $2,281 | $2,867-20.4% | $3,817-40.2% | $4,027-43.3% |
| Admin fee / account holder | $5,688 | $3,101+83.4% | $3,224+76.4% | $5,403+5.3% |