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 | $23,412 | $73,867-68.3% | $143,757-83.7% | $68,494-65.8% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -47.16% | 1.01%-48.2pp | -0.04%-47.1pp | -7.84%-39.3pp |
| Employer contribution / active EE | $1,402 | $3,184-56.0% | $4,951-71.7% | $2,596-46.0% |
| Participant deferral / active EE | $2,335 | $3,384-31.0% | $5,637-58.6% | $4,027-42.0% |
| Admin fee / account holder | $898 | $5,755-84.4% | $14,673-93.9% | $5,403-83.4% |