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 | $27,815 | $72,404-61.6% | $110,238-74.8% | $64,186-56.7% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.8pp | 69.6%-22.5pp |
| Annual return | -9.65% | -6.29%-3.4pp | 314.74%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $605 | $2,282-73.5% | $3,826-84.2% | $2,381-74.6% |
| Participant deferral / active EE | $2,330 | $3,469-32.8% | $4,672-50.1% | $3,470-32.8% |
| Admin fee / account holder | $718 | $5,664-87.3% | $8,547-91.6% | $4,888-85.3% |