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 | $54,937 | $61,660-10.9% | $80,019-31.3% | $64,186-14.4% |
| Participation rate | 47.0% | 71.7%-24.7pp | 75.8%-28.9pp | 69.6%-22.6pp |
| Annual return | -7.98% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,384 | $1,810-23.6% | $2,468-43.9% | $2,381-41.9% |
| Participant deferral / active EE | $3,143 | $2,968+5.9% | $3,686-14.7% | $3,470-9.4% |
| Admin fee / account holder | $862 | $5,417-84.1% | $6,521-86.8% | $4,888-82.4% |