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 | $28,246 | $59,805-52.8% | $79,550-64.5% | $68,494-58.8% |
| Participation rate | 68.1% | 61.1%+7.1pp | 69.5%-1.4pp | 67.9%+0.2pp |
| Annual return | -24.96% | -12.30%-12.7pp | 0.16%-25.1pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,141 | $1,505-24.2% | $2,413-52.7% | $2,596-56.0% |
| Participant deferral / active EE | $2,241 | $3,024-25.9% | $3,985-43.8% | $4,027-44.4% |
| Admin fee / account holder | $597 | $4,835-87.7% | $6,832-91.3% | $5,403-89.0% |