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 | $23,501 | $50,958-53.9% | $74,550-68.5% | $64,186-63.4% |
| Participation rate | 68.2% | 61.1%+7.1pp | 69.1%-1.0pp | 69.6%-1.4pp |
| Annual return | -8.60% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $364 | $1,115-67.4% | $1,961-81.4% | $2,381-84.7% |
| Participant deferral / active EE | $2,641 | $2,301+14.8% | $3,108-15.0% | $3,470-23.9% |
| Admin fee / account holder | $477 | $4,223-88.7% | $5,060-90.6% | $4,888-90.2% |