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 8-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 | $15,105 | $45,863-67.1% | $77,024-80.4% | $68,494-77.9% |
| Participation rate | 32.1% | 55.9%-23.8pp | 67.9%-35.8pp | 67.9%-35.7pp |
| Annual return | -20.49% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $738 | $1,650-55.3% | $2,812-73.8% | $2,596-71.6% |
| Participant deferral / active EE | $1,213 | $2,962-59.0% | $4,426-72.6% | $4,027-69.9% |
| Admin fee / account holder | $631 | $3,041-79.3% | $5,425-88.4% | $5,403-88.3% |