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 9-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 | $12,123 | $42,383-71.4% | $76,523-84.2% | $64,186-81.1% |
| Participation rate | 58.3% | 58.1%+0.2pp | 68.0%-9.7pp | 69.6%-11.2pp |
| Annual return | -11.60% | -16.54%+4.9pp | -0.27%-11.3pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,134 | $1,563-27.4% | $2,647-57.1% | $2,381-52.4% |
| Participant deferral / active EE | $1,212 | $2,566-52.8% | $3,835-68.4% | $3,470-65.1% |
| Admin fee / account holder | $871 | $3,198-72.8% | $4,848-82.0% | $4,888-82.2% |