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 | $27,979 | $49,177-43.1% | $79,464-64.8% | $64,186-56.4% |
| Participation rate | 57.4% | 65.0%-7.6pp | 73.3%-15.9pp | 69.6%-12.1pp |
| Annual return | -8.13% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,159 | $2,076-44.2% | $2,800-58.6% | $2,381-51.3% |
| Participant deferral / active EE | $2,047 | $2,821-27.5% | $3,704-44.7% | $3,470-41.0% |
| Admin fee / account holder | $667 | $3,839-82.6% | $5,113-87.0% | $4,888-86.4% |