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 | $52,782 | $64,707-18.4% | $112,228-53.0% | $68,494-22.9% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -20.51% | -11.40%-9.1pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $918 | $2,746-66.6% | $3,635-74.7% | $2,596-64.6% |
| Participant deferral / active EE | $1,623 | $3,565-54.5% | $4,728-65.7% | $4,027-59.7% |
| Admin fee / account holder | $993 | $5,232-81.0% | $6,410-84.5% | $5,403-81.6% |