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 | $13,203 | $46,674-71.7% | $117,472-88.8% | $68,494-80.7% |
| Participation rate | 10.0% | 56.8%-46.8pp | 70.6%-60.6pp | 67.9%-57.9pp |
| Annual return | -24.07% | -14.52%-9.6pp | 29.74%-53.8pp | -7.84%-16.2pp |
| Employer contribution / active EE | $383 | $1,505-74.5% | $4,176-90.8% | $2,596-85.2% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $318 | $4,020-92.1% | $5,645-94.4% | $5,403-94.1% |