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 | $26,808 | $71,883-62.7% | $86,677-69.1% | $68,494-60.9% |
| Participation rate | 66.3% | 72.2%-6.0pp | 76.6%-10.3pp | 67.9%-1.6pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,586 | $2,173-27.0% | $2,836-44.1% | $2,596-38.9% |
| Participant deferral / active EE | $2,103 | $3,779-44.4% | $4,656-54.8% | $4,027-47.8% |
| Admin fee / account holder | $1,173 | $6,112-80.8% | $7,493-84.3% | $5,403-78.3% |