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 | $65,132 | $65,365-0.4% | $92,893-29.9% | $72,985-10.8% |
| Participation rate | 24.3% | 68.3%-44.0pp | 76.0%-51.7pp | 69.5%-45.2pp |
| Annual return | -4.23% | 42.10%-46.3pp | 109.41%-113.6pp | 81.00%-85.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,006 | $3,128-35.9% | $4,236-52.6% | $3,607-44.4% |
| Admin fee / account holder | $19,103 | $4,251+349.3% | $5,794+229.7% | $5,124+272.8% |