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 | $65,784 | $61,660+6.7% | $80,019-17.8% | $64,186+2.5% |
| Participation rate | 44.2% | 71.7%-27.5pp | 75.8%-31.6pp | 69.6%-25.4pp |
| Annual return | -7.70% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,327 | $1,810+83.8% | $2,468+34.8% | $2,381+39.8% |
| Participant deferral / active EE | $2,331 | $2,968-21.5% | $3,686-36.8% | $3,470-32.8% |
| Admin fee / account holder | $346 | $5,417-93.6% | $6,521-94.7% | $4,888-92.9% |