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 | $29,587 | $45,863-35.5% | $77,024-61.6% | $68,494-56.8% |
| Participation rate | 51.4% | 55.9%-4.5pp | 67.9%-16.5pp | 67.9%-16.5pp |
| Annual return | -21.16% | 1.72%-22.9pp | 42.32%-63.5pp | -7.84%-13.3pp |
| Employer contribution / active EE | $844 | $1,650-48.9% | $2,812-70.0% | $2,596-67.5% |
| Participant deferral / active EE | $3,113 | $2,962+5.1% | $4,426-29.7% | $4,027-22.7% |
| Admin fee / account holder | $3,381 | $3,041+11.2% | $5,425-37.7% | $5,403-37.4% |