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 | $108,979 | $59,805+82.2% | $79,550+37.0% | $68,494+59.1% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.5%-25.5pp | 67.9%-23.9pp |
| Annual return | -20.74% | -12.30%-8.4pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $952 | $1,505-36.7% | $2,413-60.5% | $2,596-63.3% |
| Participant deferral / active EE | $1,649 | $3,024-45.5% | $3,985-58.6% | $4,027-59.1% |
| Admin fee / account holder | $2,611 | $4,835-46.0% | $6,832-61.8% | $5,403-51.7% |