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 | $45,068 | $54,229-16.9% | $70,092-35.7% | $68,494-34.2% |
| Participation rate | 52.9% | 64.5%-11.5pp | 70.5%-17.5pp | 67.9%-14.9pp |
| Annual return | -20.53% | -13.87%-6.7pp | 190.73%-211.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,289 | $2,018-36.1% | $2,559-49.6% | $2,596-50.4% |
| Participant deferral / active EE | $3,785 | $2,956+28.0% | $3,849-1.7% | $4,027-6.0% |
| Admin fee / account holder | $4,644 | $4,694-1.1% | $6,267-25.9% | $5,403-14.0% |