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 | $21,780 | $64,707-66.3% | $112,228-80.6% | $68,494-68.2% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -20.91% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,310 | $2,746-52.3% | $3,635-64.0% | $2,596-49.5% |
| Participant deferral / active EE | $2,561 | $3,565-28.2% | $4,728-45.8% | $4,027-36.4% |
| Admin fee / account holder | $1,544 | $5,232-70.5% | $6,410-75.9% | $5,403-71.4% |