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 | $30,008 | $61,660-51.3% | $80,019-62.5% | $64,186-53.2% |
| Participation rate | 42.5% | 71.7%-29.2pp | 75.8%-33.3pp | 69.6%-27.1pp |
| Annual return | -8.35% | -0.33%-8.0pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $885 | $1,810-51.1% | $2,468-64.2% | $2,381-62.8% |
| Participant deferral / active EE | $1,883 | $2,968-36.5% | $3,686-48.9% | $3,470-45.7% |
| Admin fee / account holder | $795 | $5,417-85.3% | $6,521-87.8% | $4,888-83.7% |