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 | $26,665 | $54,229-50.8% | $70,092-62.0% | $68,494-61.1% |
| Participation rate | 41.4% | 64.5%-23.1pp | 70.5%-29.1pp | 67.9%-26.5pp |
| Annual return | -20.84% | -13.87%-7.0pp | 190.73%-211.6pp | -7.84%-13.0pp |
| Employer contribution / active EE | $584 | $2,018-71.0% | $2,559-77.2% | $2,596-77.5% |
| Participant deferral / active EE | $2,451 | $2,956-17.1% | $3,849-36.3% | $4,027-39.1% |
| Admin fee / account holder | $973 | $4,694-79.3% | $6,267-84.5% | $5,403-82.0% |