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 | $21,472 | $69,010-68.9% | $159,960-86.6% | $68,494-68.7% |
| Participation rate | 52.2% | 65.4%-13.2pp | 78.0%-25.8pp | 67.9%-15.7pp |
| Annual return | -19.78% | -9.65%-10.1pp | 408.60%-428.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,264 | $2,213-42.9% | $4,226-70.1% | $2,596-51.3% |
| Participant deferral / active EE | $2,046 | $4,212-51.4% | $6,182-66.9% | $4,027-49.2% |
| Admin fee / account holder | $3,126 | $4,798-34.8% | $8,698-64.1% | $5,403-42.1% |