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 9-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 | $17,825 | $49,177-63.8% | $79,464-77.6% | $64,186-72.2% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.6%-49.6pp |
| Annual return | -9.74% | -1.16%-8.6pp | 718.14%-727.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $673 | $2,076-67.6% | $2,800-76.0% | $2,381-71.7% |
| Participant deferral / active EE | $1,499 | $2,821-46.9% | $3,704-59.5% | $3,470-56.8% |
| Admin fee / account holder | $303 | $3,839-92.1% | $5,113-94.1% | $4,888-93.8% |