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 | $31,560 | $64,707-51.2% | $112,228-71.9% | $68,494-53.9% |
| Participation rate | 55.8% | 67.2%-11.4pp | 75.1%-19.3pp | 67.9%-12.1pp |
| Annual return | -23.01% | -11.40%-11.6pp | 27.45%-50.5pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,238 | $2,746-54.9% | $3,635-65.9% | $2,596-52.3% |
| Participant deferral / active EE | $2,322 | $3,565-34.9% | $4,728-50.9% | $4,027-42.3% |
| Admin fee / account holder | $865 | $5,232-83.5% | $6,410-86.5% | $5,403-84.0% |