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 | $36,778 | $73,867-50.2% | $143,757-74.4% | $68,494-46.3% |
| Participation rate | 35.0% | 66.7%-31.7pp | 80.3%-45.3pp | 67.9%-32.9pp |
| Annual return | -20.27% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $594 | $3,184-81.4% | $4,951-88.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,148 | $3,384-66.1% | $5,637-79.6% | $4,027-71.5% |
| Admin fee / account holder | $1,186 | $5,755-79.4% | $14,673-91.9% | $5,403-78.1% |