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 6-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 | $60,314 | $37,393+61.3% | $77,024-21.7% | $66,914-9.9% |
| Participation rate | 34.0% | 52.9%-18.9pp | 67.9%-33.9pp | 69.8%-35.8pp |
| Annual return | -21.32% | -3.29%-18.0pp | 42.32%-63.6pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,950 | $1,531+27.3% | $2,812-30.7% | $2,544-23.4% |
| Participant deferral / active EE | $2,888 | $2,617+10.3% | $4,426-34.8% | $4,237-31.8% |
| Admin fee / account holder | $5,964 | $567+952.3% | $5,425+9.9% | $593+905.3% |