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 | $25,706 | $49,177-47.7% | $79,464-67.7% | $64,186-60.0% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -9.20% | -1.16%-8.0pp | 718.14%-727.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $755 | $2,076-63.7% | $2,800-73.1% | $2,381-68.3% |
| Participant deferral / active EE | $1,743 | $2,821-38.2% | $3,704-52.9% | $3,470-49.8% |
| Admin fee / account holder | $339 | $3,839-91.2% | $5,113-93.4% | $4,888-93.1% |