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 | $27,795 | $73,867-62.4% | $143,757-80.7% | $68,494-59.4% |
| Participation rate | 55.0% | 66.7%-11.7pp | 80.3%-25.3pp | 67.9%-12.9pp |
| Annual return | -22.19% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,951-82.8% | $2,596-67.1% |
| Participant deferral / active EE | $3,112 | $3,384-8.0% | $5,637-44.8% | $4,027-22.7% |
| Admin fee / account holder | $1,138 | $5,755-80.2% | $14,673-92.2% | $5,403-78.9% |