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 | $31,967 | $45,152-29.2% | $73,843-56.7% | $59,632-46.4% |
| Participation rate | 31.0% | 64.0%-33.0pp | 73.4%-42.4pp | 68.7%-37.6pp |
| Annual return | -4.66% | 27.40%-32.1pp | 2267.84%-2272.5pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $972 | $2,574-62.2% | $3,583-72.9% | $3,192-69.6% |
| Admin fee / account holder | $2,762 | $3,516-21.4% | $4,880-43.4% | $4,297-35.7% |