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 | $22,364 | $54,726-59.1% | $68,793-67.5% | $64,186-65.2% |
| Participation rate | 40.9% | 68.0%-27.1pp | 72.2%-31.3pp | 69.6%-28.7pp |
| Annual return | -8.11% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,245 | $1,846-32.6% | $2,625-52.6% | $2,381-47.7% |
| Participant deferral / active EE | $2,290 | $2,626-12.8% | $3,311-30.8% | $3,470-34.0% |
| Admin fee / account holder | $2,618 | $4,027-35.0% | $5,131-49.0% | $4,888-46.4% |