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 | $48,552 | $64,707-25.0% | $112,228-56.7% | $68,494-29.1% |
| Participation rate | 59.4% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.5pp |
| Annual return | -20.01% | -11.40%-8.6pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,436 | $2,746-47.7% | $3,635-60.5% | $2,596-44.7% |
| Participant deferral / active EE | $3,989 | $3,565+11.9% | $4,728-15.6% | $4,027-1.0% |
| Admin fee / account holder | $622 | $5,232-88.1% | $6,410-90.3% | $5,403-88.5% |