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 6-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 | $33,753 | $56,357-40.1% | $104,294-67.6% | $68,494-50.7% |
| Participation rate | 37.0% | 63.3%-26.2pp | 73.3%-36.2pp | 67.9%-30.9pp |
| Annual return | -20.08% | -9.19%-10.9pp | 24.61%-44.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $894 | $1,960-54.4% | $3,372-73.5% | $2,596-65.6% |
| Participant deferral / active EE | $2,876 | $3,077-6.5% | $4,625-37.8% | $4,027-28.6% |
| Admin fee / account holder | $349 | $4,903-92.9% | $7,339-95.2% | $5,403-93.5% |