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 8-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 | $18,575 | $46,674-60.2% | $117,472-84.2% | $68,494-72.9% |
| Participation rate | 37.8% | 56.8%-18.9pp | 70.6%-32.7pp | 67.9%-30.1pp |
| Annual return | -20.78% | -14.52%-6.3pp | 29.74%-50.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $931 | $1,505-38.1% | $4,176-77.7% | $2,596-64.1% |
| Participant deferral / active EE | $2,251 | $2,636-14.6% | $4,070-44.7% | $4,027-44.1% |
| Admin fee / account holder | $668 | $4,020-83.4% | $5,645-88.2% | $5,403-87.6% |