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 | $14,379 | $43,327-66.8% | $59,878-76.0% | $64,186-77.6% |
| Participation rate | 29.5% | 69.2%-39.6pp | 74.7%-45.2pp | 69.6%-40.0pp |
| Annual return | -10.33% | -1.55%-8.8pp | 3.46%-13.8pp | 7.63%-18.0pp |
| Employer contribution / active EE | $728 | $2,028-64.1% | $2,722-73.3% | $2,381-69.4% |
| Participant deferral / active EE | $1,831 | $2,546-28.1% | $3,402-46.2% | $3,470-47.2% |
| Admin fee / account holder | $4,425 | $3,005+47.3% | $3,590+23.3% | $4,888-9.5% |