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 | $22,002 | $64,707-66.0% | $112,228-80.4% | $68,494-67.9% |
| Participation rate | 67.4% | 67.2%+0.2pp | 75.1%-7.7pp | 67.9%-0.5pp |
| Annual return | -24.23% | -11.40%-12.8pp | 27.45%-51.7pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,613 | $2,746-4.8% | $3,635-28.1% | $2,596+0.7% |
| Participant deferral / active EE | $5,084 | $3,565+42.6% | $4,728+7.5% | $4,027+26.2% |
| Admin fee / account holder | $1,335 | $5,232-74.5% | $6,410-79.2% | $5,403-75.3% |