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 5-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 | $41,496 | $64,707-35.9% | $112,228-63.0% | $68,494-39.4% |
| Participation rate | 55.2% | 67.2%-12.0pp | 75.1%-19.9pp | 67.9%-12.7pp |
| Annual return | -19.75% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,650 | $2,746-39.9% | $3,635-54.6% | $2,596-36.4% |
| Participant deferral / active EE | $3,239 | $3,565-9.1% | $4,728-31.5% | $4,027-19.6% |
| Admin fee / account holder | $3,300 | $5,232-36.9% | $6,410-48.5% | $5,403-38.9% |