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 | $12,208 | $32,117-62.0% | $71,086-82.8% | $64,186-81.0% |
| Participation rate | 48.1% | 42.7%+5.5pp | 54.7%-6.5pp | 69.6%-21.4pp |
| Annual return | -11.69% | -5.57%-6.1pp | 650.59%-662.3pp | 7.63%-19.3pp |
| Employer contribution / active EE | $683 | $712-4.1% | $1,088-37.2% | $2,381-71.3% |
| Participant deferral / active EE | $1,423 | $1,263+12.6% | $1,874-24.1% | $3,470-59.0% |
| Admin fee / account holder | $1,075 | $2,759-61.1% | $3,082-65.1% | $4,888-78.0% |