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 | $27,199 | $43,327-37.2% | $59,878-54.6% | $64,186-57.6% |
| Participation rate | 47.1% | 69.2%-22.1pp | 74.7%-27.6pp | 69.6%-22.5pp |
| Annual return | -7.04% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,687 | $2,028-16.9% | $2,722-38.0% | $2,381-29.2% |
| Participant deferral / active EE | $3,346 | $2,546+31.4% | $3,402-1.6% | $3,470-3.6% |
| Admin fee / account holder | $1,087 | $3,005-63.8% | $3,590-69.7% | $4,888-77.8% |