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 | $28,772 | $49,177-41.5% | $79,464-63.8% | $64,186-55.2% |
| Participation rate | 32.7% | 65.0%-32.4pp | 73.3%-40.7pp | 69.6%-36.9pp |
| Annual return | -8.18% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $780 | $2,076-62.5% | $2,800-72.2% | $2,381-67.3% |
| Participant deferral / active EE | $1,835 | $2,821-35.0% | $3,704-50.5% | $3,470-47.1% |
| Admin fee / account holder | $4,691 | $3,839+22.2% | $5,113-8.3% | $4,888-4.0% |