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 7-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 | $28,618 | $59,159-51.6% | $159,960-82.1% | $66,914-57.2% |
| Participation rate | 32.7% | 68.1%-35.4pp | 78.0%-45.3pp | 69.8%-37.1pp |
| Annual return | -21.27% | -12.26%-9.0pp | 408.60%-429.9pp | 1.58%-22.9pp |
| Employer contribution / active EE | $959 | $1,983-51.6% | $4,226-77.3% | $2,544-62.3% |
| Participant deferral / active EE | $2,129 | $4,395-51.6% | $6,182-65.6% | $4,237-49.8% |
| Admin fee / account holder | $537 | $591-9.1% | $8,698-93.8% | $593-9.4% |