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 | $62,945 | $73,004-13.8% | $90,749-30.6% | $68,494-8.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -21.85% | -13.81%-8.0pp | -12.16%-9.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,297 | $2,193-40.8% | $2,921-55.6% | $2,596-50.0% |
| Participant deferral / active EE | $4,537 | $3,627+25.1% | $4,564-0.6% | $4,027+12.7% |
| Admin fee / account holder | $3,076 | $5,896-47.8% | $8,445-63.6% | $5,403-43.1% |