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 | $41,096 | $71,883-42.8% | $86,677-52.6% | $68,494-40.0% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -22.11% | 3.52%-25.6pp | 35.91%-58.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,817 | $2,173-16.4% | $2,836-35.9% | $2,596-30.0% |
| Participant deferral / active EE | $4,097 | $3,779+8.4% | $4,656-12.0% | $4,027+1.7% |
| Admin fee / account holder | $3,332 | $6,112-45.5% | $7,493-55.5% | $5,403-38.3% |