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 | $33,504 | $73,867-54.6% | $143,757-76.7% | $68,494-51.1% |
| Participation rate | 63.8% | 66.7%-2.8pp | 80.3%-16.5pp | 67.9%-4.1pp |
| Annual return | -21.92% | 1.01%-22.9pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,625 | $3,184-49.0% | $4,951-67.2% | $2,596-37.4% |
| Participant deferral / active EE | $3,425 | $3,384+1.2% | $5,637-39.2% | $4,027-15.0% |
| Admin fee / account holder | $5,113 | $5,755-11.1% | $14,673-65.2% | $5,403-5.4% |