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 | $20,719 | $45,863-54.8% | $77,024-73.1% | $68,494-69.8% |
| Participation rate | 18.4% | 55.9%-37.5pp | 67.9%-49.5pp | 67.9%-49.5pp |
| Annual return | -21.10% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,409 | $1,650+106.6% | $2,812+21.2% | $2,596+31.3% |
| Participant deferral / active EE | $3,874 | $2,962+30.8% | $4,426-12.5% | $4,027-3.8% |
| Admin fee / account holder | $5,746 | $3,041+89.0% | $5,425+5.9% | $5,403+6.4% |