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 | $19,322 | $65,061-70.3% | $143,757-86.6% | $66,914-71.1% |
| Participation rate | 37.6% | 65.2%-27.6pp | 80.3%-42.7pp | 69.8%-32.2pp |
| Annual return | -18.00% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $964 | $2,361-59.2% | $4,951-80.5% | $2,544-62.1% |
| Participant deferral / active EE | $2,369 | $2,919-18.8% | $5,637-58.0% | $4,237-44.1% |
| Admin fee / account holder | $1,302 | $502+159.4% | $14,673-91.1% | $593+119.5% |