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 | $64,281 | $71,883-10.6% | $86,677-25.8% | $68,494-6.2% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -21.01% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,168 | $2,173-46.2% | $2,836-58.8% | $2,596-55.0% |
| Participant deferral / active EE | $3,335 | $3,779-11.7% | $4,656-28.4% | $4,027-17.2% |
| Admin fee / account holder | $11,367 | $6,112+86.0% | $7,493+51.7% | $5,403+110.4% |