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 8-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 | $29,663 | $25,979+14.2% | $71,735-58.6% | $68,494-56.7% |
| Participation rate | 15.8% | 54.5%-38.7pp | 62.3%-46.5pp | 67.9%-52.1pp |
| Annual return | -20.68% | -15.10%-5.6pp | 9.14%-29.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $592 | $900-34.3% | $1,704-65.3% | $2,596-77.2% |
| Participant deferral / active EE | $1,299 | $1,522-14.7% | $2,658-51.1% | $4,027-67.8% |
| Admin fee / account holder | $1,647 | $2,022-18.5% | $3,974-58.6% | $5,403-69.5% |