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 | $19,362 | $53,806-64.0% | $61,491-68.5% | $68,494-71.7% |
| Participation rate | 48.0% | 72.5%-24.5pp | 79.3%-31.3pp | 67.9%-19.9pp |
| Annual return | -22.11% | -15.68%-6.4pp | -12.98%-9.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $994 | $3,218-69.1% | $4,246-76.6% | $2,596-61.7% |
| Participant deferral / active EE | $2,922 | $3,678-20.6% | $5,188-43.7% | $4,027-27.4% |
| Admin fee / account holder | $3,458 | $5,999-42.4% | $4,312-19.8% | $5,403-36.0% |