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 5-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 | $26,764 | $45,863-41.6% | $77,024-65.3% | $68,494-60.9% |
| Participation rate | 63.3% | 55.9%+7.4pp | 67.9%-4.6pp | 67.9%-4.6pp |
| Annual return | -23.68% | 1.72%-25.4pp | 42.32%-66.0pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,558 | $1,650+55.0% | $2,812-9.1% | $2,596-1.5% |
| Participant deferral / active EE | $2,970 | $2,962+0.3% | $4,426-32.9% | $4,027-26.2% |
| Admin fee / account holder | $902 | $3,041-70.3% | $5,425-83.4% | $5,403-83.3% |