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 | $36,929 | $45,863-19.5% | $77,024-52.1% | $68,494-46.1% |
| Participation rate | 56.1% | 55.9%+0.2pp | 67.9%-11.8pp | 67.9%-11.7pp |
| Annual return | -20.42% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.6pp |
| Employer contribution / active EE | $655 | $1,650-60.3% | $2,812-76.7% | $2,596-74.8% |
| Participant deferral / active EE | $1,842 | $2,962-37.8% | $4,426-58.4% | $4,027-54.3% |
| Admin fee / account holder | $1,755 | $3,041-42.3% | $5,425-67.6% | $5,403-67.5% |