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 | $19,818 | $54,726-63.8% | $68,793-71.2% | $64,186-69.1% |
| Participation rate | 46.5% | 68.0%-21.5pp | 72.2%-25.7pp | 69.6%-23.1pp |
| Annual return | -10.20% | -1.62%-8.6pp | -4.63%-5.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $619 | $1,846-66.5% | $2,625-76.4% | $2,381-74.0% |
| Participant deferral / active EE | $1,055 | $2,626-59.8% | $3,311-68.1% | $3,470-69.6% |
| Admin fee / account holder | $1,240 | $4,027-69.2% | $5,131-75.8% | $4,888-74.6% |