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 | $23,017 | $50,958-54.8% | $74,550-69.1% | $64,186-64.1% |
| Participation rate | 56.1% | 61.1%-4.9pp | 69.1%-13.0pp | 69.6%-13.4pp |
| Annual return | -8.88% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,538 | $2,301+10.3% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $526 | $4,223-87.6% | $5,060-89.6% | $4,888-89.2% |