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 | $33,375 | $59,805-44.2% | $79,550-58.0% | $68,494-51.3% |
| Participation rate | 66.3% | 61.1%+5.2pp | 69.5%-3.2pp | 67.9%-1.6pp |
| Annual return | -20.05% | -12.30%-7.8pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $589 | $1,505-60.9% | $2,413-75.6% | $2,596-77.3% |
| Participant deferral / active EE | $2,142 | $3,024-29.2% | $3,985-46.3% | $4,027-46.8% |
| Admin fee / account holder | $484 | $4,835-90.0% | $6,832-92.9% | $5,403-91.0% |