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 | $58,450 | $64,119-8.8% | $112,228-47.9% | $66,914-12.6% |
| Participation rate | 46.3% | 68.5%-22.1pp | 75.1%-28.7pp | 69.8%-23.5pp |
| Annual return | -19.03% | -13.81%-5.2pp | 27.45%-46.5pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,746 | $3,005-41.9% | $3,635-52.0% | $2,544-31.4% |
| Participant deferral / active EE | $2,875 | $3,693-22.2% | $4,728-39.2% | $4,237-32.2% |
| Admin fee / account holder | $4,964 | $625+694.0% | $6,410-22.6% | $593+736.8% |