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 | $20,365 | $42,894-52.5% | $60,874-66.5% | $68,494-70.3% |
| Participation rate | 47.1% | 66.8%-19.7pp | 73.1%-26.1pp | 67.9%-20.8pp |
| Annual return | -18.76% | -13.98%-4.8pp | 16.90%-35.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $441 | $1,978-77.7% | $2,701-83.7% | $2,596-83.0% |
| Participant deferral / active EE | $1,015 | $2,867-64.6% | $3,817-73.4% | $4,027-74.8% |
| Admin fee / account holder | $1,969 | $3,101-36.5% | $3,224-38.9% | $5,403-63.6% |