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 | $11,574 | $73,867-84.3% | $143,757-91.9% | $68,494-83.1% |
| Participation rate | 54.9% | 66.7%-11.8pp | 80.3%-25.4pp | 67.9%-13.0pp |
| Annual return | -23.29% | 1.01%-24.3pp | -0.04%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,227 | $3,184-61.5% | $4,951-75.2% | $2,596-52.8% |
| Participant deferral / active EE | $2,107 | $3,384-37.7% | $5,637-62.6% | $4,027-47.7% |
| Admin fee / account holder | $366 | $5,755-93.6% | $14,673-97.5% | $5,403-93.2% |