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 | $46,625 | $49,177-5.2% | $79,464-41.3% | $64,186-27.4% |
| Participation rate | 15.1% | 65.0%-50.0pp | 73.3%-58.3pp | 69.6%-54.5pp |
| Annual return | -8.27% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $637 | $2,076-69.3% | $2,800-77.3% | $2,381-73.3% |
| Participant deferral / active EE | $1,928 | $2,821-31.7% | $3,704-47.9% | $3,470-44.4% |
| Admin fee / account holder | $1,646 | $3,839-57.1% | $5,113-67.8% | $4,888-66.3% |