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 | $42,328 | $54,350-22.1% | $82,719-48.8% | $68,494-38.2% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | -20.01% | -13.67%-6.3pp | 701.18%-721.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,884 | $2,218-15.1% | $3,009-37.4% | $2,596-27.4% |
| Participant deferral / active EE | $2,835 | $3,246-12.7% | $4,395-35.5% | $4,027-29.6% |
| Admin fee / account holder | $1,397 | $4,395-68.2% | $5,329-73.8% | $5,403-74.1% |