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 | $26,422 | $50,958-48.2% | $74,550-64.6% | $64,186-58.8% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.8pp | 69.6%-7.3pp |
| Annual return | -8.17% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $227 | $1,115-79.6% | $1,961-88.4% | $2,381-90.4% |
| Participant deferral / active EE | $1,653 | $2,301-28.2% | $3,108-46.8% | $3,470-52.3% |
| Admin fee / account holder | $631 | $4,223-85.1% | $5,060-87.5% | $4,888-87.1% |