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 | $20,263 | $44,221-54.2% | $121,196-83.3% | $56,287-64.0% |
| Participation rate | 57.0% | 61.1%-4.0pp | 71.7%-14.7pp | 69.9%-12.8pp |
| Annual return | -9.80% | -3.58%-6.2pp | 16.93%-26.7pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,173 | $1,480-20.7% | $4,022-70.8% | $2,111-44.4% |
| Participant deferral / active EE | $2,128 | $2,521-15.6% | $3,344-36.4% | $3,350-36.5% |
| Admin fee / account holder | $794 | $480+65.3% | $5,019-84.2% | $521+52.4% |