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 4-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 | $21,446 | $59,805-64.1% | $79,550-73.0% | $68,494-68.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -23.63% | -12.30%-11.3pp | 0.16%-23.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,757 | $1,505+16.8% | $2,413-27.2% | $2,596-32.3% |
| Participant deferral / active EE | $3,195 | $3,024+5.6% | $3,985-19.8% | $4,027-20.7% |
| Admin fee / account holder | $10,269 | $4,835+112.4% | $6,832+50.3% | $5,403+90.1% |