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 | $21,465 | $64,707-66.8% | $112,228-80.9% | $68,494-68.7% |
| Participation rate | 21.7% | 67.2%-45.5pp | 75.1%-53.4pp | 67.9%-46.2pp |
| Annual return | -20.86% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,083 | $2,746-60.6% | $3,635-70.2% | $2,596-58.3% |
| Participant deferral / active EE | $2,383 | $3,565-33.2% | $4,728-49.6% | $4,027-40.8% |
| Admin fee / account holder | $2,971 | $5,232-43.2% | $6,410-53.6% | $5,403-45.0% |