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 | $24,092 | $73,867-67.4% | $143,757-83.2% | $68,494-64.8% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.0pp | 67.9%-35.6pp |
| Annual return | -19.82% | 1.01%-20.8pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $458 | $3,184-85.6% | $4,951-90.8% | $2,596-82.4% |
| Participant deferral / active EE | $1,501 | $3,384-55.7% | $5,637-73.4% | $4,027-62.7% |
| Admin fee / account holder | $654 | $5,755-88.6% | $14,673-95.5% | $5,403-87.9% |