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 | $25,360 | $46,674-45.7% | $117,472-78.4% | $68,494-63.0% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -22.61% | -14.52%-8.1pp | 29.74%-52.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,002 | $1,505+33.0% | $4,176-52.1% | $2,596-22.9% |
| Participant deferral / active EE | $2,849 | $2,636+8.1% | $4,070-30.0% | $4,027-29.3% |
| Admin fee / account holder | $575 | $4,020-85.7% | $5,645-89.8% | $5,403-89.4% |