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 | $34,973 | $110,094-68.2% | $151,611-76.9% | $68,494-48.9% |
| Participation rate | 59.4% | 84.0%-24.6pp | 87.5%-28.1pp | 67.9%-8.5pp |
| Annual return | -18.86% | -10.12%-8.7pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,446 | $4,471-45.3% | $6,166-60.3% | $2,596-5.8% |
| Participant deferral / active EE | $6,210 | $6,527-4.9% | $8,363-25.7% | $4,027+54.2% |
| Admin fee / account holder | $2,780 | $7,719-64.0% | $11,616-76.1% | $5,403-48.5% |