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 3-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 | $9,371 | $57,016-83.6% | $84,966-89.0% | $80,856-88.4% |
| Participation rate | 11.5% | 56.3%-44.8pp | 67.5%-56.0pp | 67.6%-56.1pp |
| Annual return | -0.19% | 21.66%-21.8pp | 66.38%-66.6pp | 35.59%-35.8pp |
| Employer contribution / active EE | $378 | $1,798-79.0% | $2,727-86.2% | $2,755-86.3% |
| Participant deferral / active EE | $1,636 | $3,110-47.4% | $4,519-63.8% | $4,296-61.9% |
| Admin fee / account holder | $2,140 | $4,980-57.0% | $6,149-65.2% | $6,918-69.1% |