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 | $14,148 | $54,229-73.9% | $70,092-79.8% | $68,494-79.3% |
| Participation rate | 63.0% | 64.5%-1.4pp | 70.5%-7.4pp | 67.9%-4.8pp |
| Annual return | -21.97% | -13.87%-8.1pp | 190.73%-212.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,361 | $2,956-54.0% | $3,849-64.6% | $4,027-66.2% |
| Admin fee / account holder | $1,610 | $4,694-65.7% | $6,267-74.3% | $5,403-70.2% |