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 | $52,551 | $73,004-28.0% | $90,749-42.1% | $68,494-23.3% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -19.85% | -13.81%-6.0pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,045 | $2,193-52.4% | $2,921-64.2% | $2,596-59.8% |
| Participant deferral / active EE | $1,914 | $3,627-47.2% | $4,564-58.1% | $4,027-52.5% |
| Admin fee / account holder | $4,167 | $5,896-29.3% | $8,445-50.7% | $5,403-22.9% |