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 | $20,985 | $42,383-50.5% | $76,523-72.6% | $64,186-67.3% |
| Participation rate | 64.3% | 58.1%+6.1pp | 68.0%-3.7pp | 69.6%-5.3pp |
| Annual return | -10.83% | -16.54%+5.7pp | -0.27%-10.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,365 | $1,563-12.7% | $2,647-48.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,558 | $2,566-0.3% | $3,835-33.3% | $3,470-26.3% |
| Admin fee / account holder | $311 | $3,198-90.3% | $4,848-93.6% | $4,888-93.6% |