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 | $28,041 | $73,867-62.0% | $143,757-80.5% | $68,494-59.1% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -19.56% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $755 | $3,184-76.3% | $4,951-84.7% | $2,596-70.9% |
| Participant deferral / active EE | $1,830 | $3,384-45.9% | $5,637-67.5% | $4,027-54.6% |
| Admin fee / account holder | $408 | $5,755-92.9% | $14,673-97.2% | $5,403-92.5% |