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 | $23,660 | $73,867-68.0% | $143,757-83.5% | $68,494-65.5% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -20.23% | 1.01%-21.2pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $702 | $3,184-77.9% | $4,951-85.8% | $2,596-73.0% |
| Participant deferral / active EE | $1,017 | $3,384-69.9% | $5,637-82.0% | $4,027-74.7% |
| Admin fee / account holder | $2,799 | $5,755-51.4% | $14,673-80.9% | $5,403-48.2% |