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 | $87,696 | $59,805+46.6% | $79,550+10.2% | $68,494+28.0% |
| Participation rate | 39.7% | 61.1%-21.4pp | 69.5%-29.8pp | 67.9%-28.2pp |
| Annual return | -22.99% | -12.30%-10.7pp | 0.16%-23.2pp | -7.84%-15.1pp |
| Employer contribution / active EE | $597 | $1,505-60.3% | $2,413-75.2% | $2,596-77.0% |
| Participant deferral / active EE | $2,443 | $3,024-19.2% | $3,985-38.7% | $4,027-39.3% |
| Admin fee / account holder | $694 | $4,835-85.7% | $6,832-89.8% | $5,403-87.2% |