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 | $32,328 | $76,367-57.7% | $93,606-65.5% | $72,985-55.7% |
| Participation rate | 55.4% | 71.7%-16.4pp | 75.8%-20.4pp | 69.5%-14.1pp |
| Annual return | -6.23% | 25.82%-32.0pp | 32.76%-39.0pp | 81.00%-87.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,937 | $3,538-45.2% | $4,069-52.4% | $3,607-46.3% |
| Admin fee / account holder | $13,210 | $6,838+93.2% | $7,888+67.5% | $5,124+157.8% |