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 6-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 | $18,307 | $82,286-77.8% | $68,791-73.4% | $134,475-86.4% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | -22.15% | -2.19%-20.0pp | -6.38%-15.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $617 | $3,301-81.3% | $2,655-76.8% | $4,740-87.0% |
| Participant deferral / active EE | $1,630 | $4,739-65.6% | $3,941-58.6% | $6,400-74.5% |
| Admin fee / account holder | $714 | $6,481-89.0% | $4,932-85.5% | $11,426-93.8% |