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 3-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 | $17,711 | $58,208-69.6% | $81,812-78.4% | $80,856-78.1% |
| Participation rate | 21.2% | 63.4%-42.2pp | 72.3%-51.1pp | 67.6%-46.4pp |
| Annual return | -0.16% | 41.66%-41.8pp | 773.79%-774.0pp | 35.59%-35.8pp |
| Employer contribution / active EE | $338 | $2,340-85.5% | $2,912-88.4% | $2,755-87.7% |
| Participant deferral / active EE | $1,581 | $3,281-51.8% | $4,319-63.4% | $4,296-63.2% |
| Admin fee / account holder | $1,800 | $4,981-63.9% | $7,386-75.6% | $6,918-74.0% |