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 5-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 | $15,497 | $84,402-81.6% | $61,373-74.7% | $134,475-88.5% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -23.65% | 584.55%-608.2pp | 338.61%-362.3pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,054 | $1,544-31.7% | $1,159-9.1% | $4,740-77.8% |
| Participant deferral / active EE | $2,754 | $2,819-2.3% | $2,125+29.6% | $6,400-57.0% |
| Admin fee / account holder | $1,432 | $2,585-44.6% | $2,130-32.8% | $11,426-87.5% |