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 | $23,703 | $62,586-62.1% | $76,768-69.1% | $64,186-63.1% |
| Participation rate | 41.7% | 72.8%-31.1pp | 77.0%-35.3pp | 69.6%-27.9pp |
| Annual return | -12.32% | -1.95%-10.4pp | 2.43%-14.7pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,813 | $1,832-1.0% | $2,485-27.0% | $2,381-23.8% |
| Participant deferral / active EE | $2,900 | $3,145-7.8% | $3,852-24.7% | $3,470-16.4% |
| Admin fee / account holder | $1,341 | $4,667-71.3% | $6,675-79.9% | $4,888-72.6% |