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 9-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 | $77,164 | $64,707+19.3% | $112,228-31.2% | $68,494+12.7% |
| Participation rate | 42.3% | 67.2%-24.8pp | 75.1%-32.8pp | 67.9%-25.6pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,487 | $2,746-45.9% | $3,635-59.1% | $2,596-42.7% |
| Participant deferral / active EE | $2,648 | $3,565-25.7% | $4,728-44.0% | $4,027-34.2% |
| Admin fee / account holder | $7,434 | $5,232+42.1% | $6,410+16.0% | $5,403+37.6% |