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 9-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 | $22,143 | $46,674-52.6% | $117,472-81.2% | $68,494-67.7% |
| Participation rate | 41.7% | 56.8%-15.1pp | 70.6%-28.9pp | 67.9%-26.2pp |
| Annual return | -20.59% | -14.52%-6.1pp | 29.74%-50.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $768 | $1,505-48.9% | $4,176-81.6% | $2,596-70.4% |
| Participant deferral / active EE | $2,929 | $2,636+11.1% | $4,070-28.0% | $4,027-27.3% |
| Admin fee / account holder | $1,370 | $4,020-65.9% | $5,645-75.7% | $5,403-74.6% |