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 | $19,428 | $27,641-29.7% | $61,373-68.3% | $68,494-71.6% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -32.84% | -13.24%-19.6pp | 338.61%-371.4pp | -7.84%-25.0pp |
| Employer contribution / active EE | $499 | $695-28.2% | $1,159-57.0% | $2,596-80.8% |
| Participant deferral / active EE | $1,407 | $1,263+11.4% | $2,125-33.8% | $4,027-65.1% |
| Admin fee / account holder | $918 | $2,010-54.3% | $2,130-56.9% | $5,403-83.0% |