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 | $14,656 | $69,518-78.9% | $59,878-75.5% | $135,375-89.2% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.7%-37.9pp | 82.6%-45.8pp |
| Annual return | -13.76% | 7.94%-21.7pp | 3.46%-17.2pp | 519.73%-533.5pp |
| Employer contribution / active EE | $371 | $3,235-88.5% | $2,722-86.4% | $4,779-92.2% |
| Participant deferral / active EE | $3,786 | $4,206-10.0% | $3,402+11.3% | $5,609-32.5% |
| Admin fee / account holder | $1,442 | $5,734-74.9% | $3,590-59.8% | $10,827-86.7% |