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 | $104,262 | $59,805+74.3% | $79,550+31.1% | $68,494+52.2% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.5%-23.3pp | 67.9%-21.7pp |
| Annual return | -22.33% | -12.30%-10.0pp | 0.16%-22.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,922 | $3,024-36.4% | $3,985-51.8% | $4,027-52.3% |
| Admin fee / account holder | $5,848 | $4,835+21.0% | $6,832-14.4% | $5,403+8.2% |