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 7-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 | $22,173 | $64,707-65.7% | $112,228-80.2% | $68,494-67.6% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -22.80% | -11.40%-11.4pp | 27.45%-50.2pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,183 | $2,746-56.9% | $3,635-67.5% | $2,596-54.4% |
| Participant deferral / active EE | $2,176 | $3,565-39.0% | $4,728-54.0% | $4,027-46.0% |
| Admin fee / account holder | $2,702 | $5,232-48.4% | $6,410-57.8% | $5,403-50.0% |