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 6-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 | $7,695 | $93,024-91.7% | $77,024-90.0% | $134,475-94.3% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -25.90% | 62.60%-88.5pp | 42.32%-68.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $941 | $3,418-72.5% | $2,812-66.5% | $4,740-80.1% |
| Participant deferral / active EE | $1,563 | $5,238-70.2% | $4,426-64.7% | $6,400-75.6% |
| Admin fee / account holder | $1,613 | $6,944-76.8% | $5,425-70.3% | $11,426-85.9% |