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 | $17,626 | $45,863-61.6% | $77,024-77.1% | $68,494-74.3% |
| Participation rate | 29.6% | 55.9%-26.3pp | 67.9%-38.3pp | 67.9%-38.3pp |
| Annual return | -21.43% | 1.72%-23.1pp | 42.32%-63.7pp | -7.84%-13.6pp |
| Employer contribution / active EE | $760 | $1,650-53.9% | $2,812-73.0% | $2,596-70.7% |
| Participant deferral / active EE | $1,139 | $2,962-61.5% | $4,426-74.3% | $4,027-71.7% |
| Admin fee / account holder | $1,561 | $3,041-48.6% | $5,425-71.2% | $5,403-71.1% |