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 | $34,768 | $110,094-68.4% | $151,611-77.1% | $68,494-49.2% |
| Participation rate | 53.8% | 84.0%-30.1pp | 87.5%-33.6pp | 67.9%-14.0pp |
| Annual return | -18.50% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,088 | $4,471-53.3% | $6,166-66.1% | $2,596-19.6% |
| Participant deferral / active EE | $4,828 | $6,527-26.0% | $8,363-42.3% | $4,027+19.9% |
| Admin fee / account holder | $7,828 | $7,719+1.4% | $11,616-32.6% | $5,403+44.9% |