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 6-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 | $24,160 | $95,862-74.8% | $79,550-69.6% | $134,475-82.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -32.36% | -2.69%-29.7pp | 0.16%-32.5pp | 417.96%-450.3pp |
| Employer contribution / active EE | $641 | $3,128-79.5% | $2,413-73.4% | $4,740-86.5% |
| Participant deferral / active EE | $4,397 | $4,693-6.3% | $3,985+10.3% | $6,400-31.3% |
| Admin fee / account holder | $947 | $9,126-89.6% | $6,832-86.1% | $11,426-91.7% |