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 | $27,404 | $72,277-62.1% | $101,248-72.9% | $79,858-65.7% |
| Participation rate | 62.2% | 68.5%-6.3pp | 75.8%-13.6pp | 69.6%-7.5pp |
| Annual return | -0.99% | 22.30%-23.3pp | 46.47%-47.5pp | 31.71%-32.7pp |
| Employer contribution / active EE | $1,384 | $2,692-48.6% | $3,660-62.2% | $2,471-44.0% |
| Participant deferral / active EE | $2,564 | $3,282-21.9% | $4,370-41.3% | $3,740-31.4% |
| Admin fee / account holder | $1,023 | $4,400-76.7% | $5,945-82.8% | $5,306-80.7% |