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 8-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 | $30,965 | $37,393-17.2% | $77,024-59.8% | $66,914-53.7% |
| Participation rate | 69.3% | 52.9%+16.4pp | 67.9%+1.4pp | 69.8%-0.5pp |
| Annual return | -20.24% | -3.29%-16.9pp | 42.32%-62.6pp | 1.58%-21.8pp |
| Employer contribution / active EE | $2,309 | $1,531+50.8% | $2,812-17.9% | $2,544-9.2% |
| Participant deferral / active EE | $5,406 | $2,617+106.6% | $4,426+22.1% | $4,237+27.6% |
| Admin fee / account holder | $1,210 | $567+113.5% | $5,425-77.7% | $593+103.9% |