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 9-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 | $46,547 | $45,863+1.5% | $77,024-39.6% | $68,494-32.0% |
| Participation rate | 52.9% | 55.9%-3.0pp | 67.9%-15.0pp | 67.9%-14.9pp |
| Annual return | -20.35% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $439 | $1,650-73.4% | $2,812-84.4% | $2,596-83.1% |
| Participant deferral / active EE | $3,947 | $2,962+33.2% | $4,426-10.8% | $4,027-2.0% |
| Admin fee / account holder | $1,124 | $3,041-63.0% | $5,425-79.3% | $5,403-79.2% |