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 | $23,998 | $73,004-67.1% | $90,749-73.6% | $68,494-65.0% |
| Participation rate | 61.1% | 70.8%-9.7pp | 75.7%-14.6pp | 67.9%-6.8pp |
| Annual return | -20.08% | -13.81%-6.3pp | -12.16%-7.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,350 | $2,193+7.2% | $2,921-19.5% | $2,596-9.5% |
| Participant deferral / active EE | $2,624 | $3,627-27.7% | $4,564-42.5% | $4,027-34.9% |
| Admin fee / account holder | $323 | $5,896-94.5% | $8,445-96.2% | $5,403-94.0% |