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 | $24,780 | $62,586-60.4% | $76,768-67.7% | $64,186-61.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -7.71% | -1.95%-5.8pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,191 | $1,832-35.0% | $2,485-52.1% | $2,381-50.0% |
| Participant deferral / active EE | $1,865 | $3,145-40.7% | $3,852-51.6% | $3,470-46.3% |
| Admin fee / account holder | $1,157 | $4,667-75.2% | $6,675-82.7% | $4,888-76.3% |