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 | $47,453 | $54,726-13.3% | $68,793-31.0% | $64,186-26.1% |
| Participation rate | 49.4% | 68.0%-18.7pp | 72.2%-22.9pp | 69.6%-20.2pp |
| Annual return | -8.12% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,208 | $1,846-34.6% | $2,625-54.0% | $2,381-49.3% |
| Participant deferral / active EE | $1,846 | $2,626-29.7% | $3,311-44.2% | $3,470-46.8% |
| Admin fee / account holder | $1,360 | $4,027-66.2% | $5,131-73.5% | $4,888-72.2% |