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 | $30,501 | $71,883-57.6% | $86,677-64.8% | $68,494-55.5% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -19.74% | 3.52%-23.3pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,462 | $2,173+13.3% | $2,836-13.2% | $2,596-5.2% |
| Participant deferral / active EE | $2,749 | $3,779-27.2% | $4,656-40.9% | $4,027-31.7% |
| Admin fee / account holder | $1,876 | $6,112-69.3% | $7,493-75.0% | $5,403-65.3% |