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 | $81,385 | $59,805+36.1% | $79,550+2.3% | $68,494+18.8% |
| Participation rate | 42.6% | 61.1%-18.4pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | -20.16% | -12.30%-7.9pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $468 | $1,505-68.9% | $2,413-80.6% | $2,596-82.0% |
| Participant deferral / active EE | $3,315 | $3,024+9.6% | $3,985-16.8% | $4,027-17.7% |
| Admin fee / account holder | $3,736 | $4,835-22.7% | $6,832-45.3% | $5,403-30.9% |