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 | $19,858 | $133,958-85.2% | $112,228-82.3% | $134,475-85.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -25.46% | 47.11%-72.6pp | 27.45%-52.9pp | 417.96%-443.4pp |
| Employer contribution / active EE | $842 | $4,038-79.1% | $3,635-76.8% | $4,740-82.2% |
| Participant deferral / active EE | $1,709 | $5,291-67.7% | $4,728-63.9% | $6,400-73.3% |
| Admin fee / account holder | $1,226 | $7,489-83.6% | $6,410-80.9% | $11,426-89.3% |