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 | $47,679 | $48,265-1.2% | $68,791-30.7% | $68,494-30.4% |
| Participation rate | 51.4% | 60.7%-9.3pp | 69.0%-17.7pp | 67.9%-16.5pp |
| Annual return | -20.31% | -12.71%-7.6pp | -6.38%-13.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,344 | $1,829-26.5% | $2,655-49.4% | $2,596-48.2% |
| Participant deferral / active EE | $2,364 | $2,867-17.5% | $3,941-40.0% | $4,027-41.3% |
| Admin fee / account holder | $1,847 | $4,355-57.6% | $4,932-62.5% | $5,403-65.8% |