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 | $43,347 | $71,883-39.7% | $86,677-50.0% | $68,494-36.7% |
| Participation rate | 67.3% | 72.2%-4.9pp | 76.6%-9.3pp | 67.9%-0.6pp |
| Annual return | -20.32% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,673 | $2,173+23.0% | $2,836-5.8% | $2,596+3.0% |
| Participant deferral / active EE | $6,341 | $3,779+67.8% | $4,656+36.2% | $4,027+57.4% |
| Admin fee / account holder | $3,655 | $6,112-40.2% | $7,493-51.2% | $5,403-32.4% |