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 | $56,214 | $73,004-23.0% | $90,749-38.1% | $68,494-17.9% |
| Participation rate | 40.0% | 70.8%-30.8pp | 75.7%-35.7pp | 67.9%-27.9pp |
| Annual return | -20.84% | -13.81%-7.0pp | -12.16%-8.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,807 | $3,627-22.6% | $4,564-38.5% | $4,027-30.3% |
| Admin fee / account holder | $316 | $5,896-94.6% | $8,445-96.3% | $5,403-94.1% |