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 | $16,890 | $59,805-71.8% | $79,550-78.8% | $68,494-75.3% |
| Participation rate | 29.4% | 61.1%-31.7pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | -34.51% | -12.30%-22.2pp | 0.16%-34.7pp | -7.84%-26.7pp |
| Employer contribution / active EE | $650 | $1,505-56.8% | $2,413-73.1% | $2,596-75.0% |
| Participant deferral / active EE | $1,549 | $3,024-48.8% | $3,985-61.1% | $4,027-61.5% |
| Admin fee / account holder | $324 | $4,835-93.3% | $6,832-95.3% | $5,403-94.0% |