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 | $18,747 | $52,681-64.4% | $75,781-75.3% | $59,632-68.6% |
| Participation rate | 27.8% | 67.2%-39.4pp | 75.8%-48.0pp | 68.7%-40.9pp |
| Annual return | -3.20% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,280 | $2,193-41.6% | $3,323-61.5% | $2,203-41.9% |
| Participant deferral / active EE | $2,584 | $2,591-0.3% | $3,651-29.2% | $3,192-19.0% |
| Admin fee / account holder | $2,676 | $3,610-25.9% | $5,299-49.5% | $4,297-37.7% |