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 | $24,791 | $64,707-61.7% | $112,228-77.9% | $68,494-63.8% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -21.37% | -11.40%-10.0pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,324 | $2,746-51.8% | $3,635-63.6% | $2,596-49.0% |
| Participant deferral / active EE | $3,863 | $3,565+8.4% | $4,728-18.3% | $4,027-4.1% |
| Admin fee / account holder | $505 | $5,232-90.4% | $6,410-92.1% | $5,403-90.7% |