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 | $16,270 | $73,867-78.0% | $143,757-88.7% | $68,494-76.2% |
| Participation rate | 35.6% | 66.7%-31.1pp | 80.3%-44.7pp | 67.9%-32.3pp |
| Annual return | -24.13% | 1.01%-25.1pp | -0.04%-24.1pp | -7.84%-16.3pp |
| Employer contribution / active EE | $442 | $3,184-86.1% | $4,951-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $1,045 | $3,384-69.1% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $1,647 | $5,755-71.4% | $14,673-88.8% | $5,403-69.5% |