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 | $40,211 | $59,805-32.8% | $79,550-49.5% | $68,494-41.3% |
| Participation rate | 31.3% | 61.1%-29.8pp | 69.5%-38.2pp | 67.9%-36.6pp |
| Annual return | -19.72% | -12.30%-7.4pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $875 | $1,505-41.9% | $2,413-63.8% | $2,596-66.3% |
| Participant deferral / active EE | $1,774 | $3,024-41.4% | $3,985-55.5% | $4,027-56.0% |
| Admin fee / account holder | $657 | $4,835-86.4% | $6,832-90.4% | $5,403-87.8% |