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 | $32,307 | $81,900-60.6% | $119,609-73.0% | $68,494-52.8% |
| Participation rate | 65.5% | 71.9%-6.4pp | 79.3%-13.7pp | 67.9%-2.4pp |
| Annual return | -18.95% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,416 | $2,693-10.3% | $4,232-42.9% | $2,596-6.9% |
| Participant deferral / active EE | $4,122 | $4,148-0.6% | $5,602-26.4% | $4,027+2.3% |
| Admin fee / account holder | $5,344 | $6,582-18.8% | $10,323-48.2% | $5,403-1.1% |