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 7-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 | $55,859 | $73,004-23.5% | $90,749-38.4% | $68,494-18.4% |
| Participation rate | 60.0% | 70.8%-10.8pp | 75.7%-15.7pp | 67.9%-7.9pp |
| Annual return | -20.46% | -13.81%-6.7pp | -12.16%-8.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,285 | $2,193-41.4% | $2,921-56.0% | $2,596-50.5% |
| Participant deferral / active EE | $3,496 | $3,627-3.6% | $4,564-23.4% | $4,027-13.2% |
| Admin fee / account holder | $554 | $5,896-90.6% | $8,445-93.4% | $5,403-89.8% |