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 | $86,535 | $59,805+44.7% | $79,550+8.8% | $68,494+26.3% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.5%-21.2pp | 67.9%-19.6pp |
| Annual return | -31.08% | -12.30%-18.8pp | 0.16%-31.2pp | -7.84%-23.2pp |
| Employer contribution / active EE | $942 | $1,505-37.4% | $2,413-61.0% | $2,596-63.7% |
| Participant deferral / active EE | $3,152 | $3,024+4.2% | $3,985-20.9% | $4,027-21.7% |
| Admin fee / account holder | $1,362 | $4,835-71.8% | $6,832-80.1% | $5,403-74.8% |