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 | $9,499 | $48,265-80.3% | $68,791-86.2% | $68,494-86.1% |
| Participation rate | 52.4% | 60.7%-8.3pp | 69.0%-16.6pp | 67.9%-15.5pp |
| Annual return | -19.79% | -12.71%-7.1pp | -6.38%-13.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,238 | $2,867-56.8% | $3,941-68.6% | $4,027-69.3% |
| Admin fee / account holder | $1,313 | $4,355-69.9% | $4,932-73.4% | $5,403-75.7% |