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 | $38,231 | $53,596-28.7% | $90,645-57.8% | $64,186-40.4% |
| Participation rate | 54.0% | 64.5%-10.5pp | 74.0%-20.0pp | 69.6%-15.6pp |
| Annual return | -8.35% | 4.41%-12.8pp | 1.88%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,578 | $2,459+4.9% | $3,425-24.7% | $3,470-25.7% |
| Admin fee / account holder | $2,605 | $3,868-32.6% | $4,994-47.8% | $4,888-46.7% |