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 | $62,267 | $76,401-18.5% | $106,387-41.5% | $64,186-3.0% |
| Participation rate | 44.6% | 73.5%-28.9pp | 77.5%-32.8pp | 69.6%-25.0pp |
| Annual return | -10.79% | -2.19%-8.6pp | 0.25%-11.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,340 | $2,680-50.0% | $3,520-61.9% | $2,381-43.7% |
| Participant deferral / active EE | $2,946 | $4,274-31.1% | $5,421-45.7% | $3,470-15.1% |
| Admin fee / account holder | $706 | $4,610-84.7% | $7,510-90.6% | $4,888-85.5% |