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 | $22,353 | $42,894-47.9% | $60,874-63.3% | $68,494-67.4% |
| Participation rate | 26.7% | 66.8%-40.1pp | 73.1%-46.4pp | 67.9%-41.2pp |
| Annual return | -20.07% | -13.98%-6.1pp | 16.90%-37.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $628 | $1,978-68.2% | $2,701-76.7% | $2,596-75.8% |
| Participant deferral / active EE | $1,213 | $2,867-57.7% | $3,817-68.2% | $4,027-69.9% |
| Admin fee / account holder | $4,938 | $3,101+59.3% | $3,224+53.2% | $5,403-8.6% |