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 | $28,490 | $59,805-52.4% | $79,550-64.2% | $68,494-58.4% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.5%-18.2pp | 67.9%-16.6pp |
| Annual return | -20.26% | -12.30%-8.0pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $972 | $1,505-35.4% | $2,413-59.7% | $2,596-62.6% |
| Participant deferral / active EE | $1,945 | $3,024-35.7% | $3,985-51.2% | $4,027-51.7% |
| Admin fee / account holder | $2,447 | $4,835-49.4% | $6,832-64.2% | $5,403-54.7% |