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 | $43,386 | $71,883-39.6% | $86,677-49.9% | $68,494-36.7% |
| Participation rate | 67.4% | 72.2%-4.8pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -19.94% | 3.52%-23.5pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,023 | $2,173-52.9% | $2,836-63.9% | $2,596-60.6% |
| Participant deferral / active EE | $2,246 | $3,779-40.5% | $4,656-51.7% | $4,027-44.2% |
| Admin fee / account holder | $8,773 | $6,112+43.5% | $7,493+17.1% | $5,403+62.4% |