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 | $17,493 | $43,327-59.6% | $59,878-70.8% | $64,186-72.7% |
| Participation rate | 36.0% | 69.2%-33.2pp | 74.7%-38.7pp | 69.6%-33.6pp |
| Annual return | -9.84% | -1.55%-8.3pp | 3.46%-13.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $520 | $2,028-74.3% | $2,722-80.9% | $2,381-78.1% |
| Participant deferral / active EE | $1,237 | $2,546-51.4% | $3,402-63.6% | $3,470-64.4% |
| Admin fee / account holder | $1,193 | $3,005-60.3% | $3,590-66.8% | $4,888-75.6% |