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 | $22,148 | $42,383-47.7% | $76,523-71.1% | $64,186-65.5% |
| Participation rate | 19.7% | 58.1%-38.4pp | 68.0%-48.3pp | 69.6%-49.8pp |
| Annual return | -20.97% | -16.54%-4.4pp | -0.27%-20.7pp | 7.63%-28.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,621 | $2,566-36.8% | $3,835-57.7% | $3,470-53.3% |
| Admin fee / account holder | $4,889 | $3,198+52.9% | $4,848+0.8% | $4,8880% |