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 | $20,611 | $93,024-77.8% | $77,024-73.2% | $134,475-84.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -22.63% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,048 | $3,418-69.3% | $2,812-62.7% | $4,740-77.9% |
| Participant deferral / active EE | $1,395 | $5,238-73.4% | $4,426-68.5% | $6,400-78.2% |
| Admin fee / account holder | $322 | $6,944-95.4% | $5,425-94.1% | $11,426-97.2% |