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 7-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 | $43,878 | $64,707-32.2% | $112,228-60.9% | $68,494-35.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.51% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,885 | $2,746-31.4% | $3,635-48.1% | $2,596-27.4% |
| Participant deferral / active EE | $3,072 | $3,565-13.8% | $4,728-35.0% | $4,027-23.7% |
| Admin fee / account holder | $2,200 | $5,232-58.0% | $6,410-65.7% | $5,403-59.3% |