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 | $33,527 | $59,805-43.9% | $79,550-57.9% | $68,494-51.1% |
| Participation rate | 58.9% | 61.1%-2.2pp | 69.5%-10.6pp | 67.9%-9.0pp |
| Annual return | -19.96% | -12.30%-7.7pp | 0.16%-20.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,001 | $1,505-33.5% | $2,413-58.5% | $2,596-61.4% |
| Participant deferral / active EE | $4,288 | $3,024+41.8% | $3,985+7.6% | $4,027+6.5% |
| Admin fee / account holder | $1,828 | $4,835-62.2% | $6,832-73.2% | $5,403-66.2% |