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 | $53,808 | $110,094-51.1% | $151,611-64.5% | $68,494-21.4% |
| Participation rate | 59.5% | 84.0%-24.5pp | 87.5%-28.0pp | 67.9%-8.4pp |
| Annual return | -63.99% | -10.12%-53.9pp | 3.33%-67.3pp | -7.84%-56.2pp |
| Employer contribution / active EE | $2,365 | $4,471-47.1% | $6,166-61.6% | $2,596-8.9% |
| Participant deferral / active EE | $4,020 | $6,527-38.4% | $8,363-51.9% | $4,027-0.2% |
| Admin fee / account holder | $3,311 | $7,719-57.1% | $11,616-71.5% | $5,403-38.7% |