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 | $32,185 | $63,442-49.3% | $68,791-53.2% | $66,914-51.9% |
| Participation rate | 61.9% | 60.0%+1.9pp | 69.0%-7.1pp | 69.8%-7.9pp |
| Annual return | -18.90% | -8.29%-10.6pp | -6.38%-12.5pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,585 | $1,775-10.7% | $2,655-40.3% | $2,544-37.7% |
| Participant deferral / active EE | $4,132 | $2,945+40.3% | $3,941+4.8% | $4,237-2.5% |
| Admin fee / account holder | $1,210 | $577+109.6% | $4,932-75.5% | $593+104.0% |