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 | $35,261 | $82,664-57.3% | $125,339-71.9% | $68,494-48.5% |
| Participation rate | 36.4% | 75.0%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -21.24% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,182 | $3,381-65.0% | $4,814-75.4% | $2,596-54.5% |
| Participant deferral / active EE | $2,868 | $6,110-53.1% | $7,446-61.5% | $4,027-28.8% |
| Admin fee / account holder | $388 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |