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 4-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 | $20,823 | $110,257-81.1% | $96,544-78.4% | $139,434-85.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | -9.55% | 26.32%-35.9pp | 25.84%-35.4pp | 372.94%-382.5pp |
| Employer contribution / active EE | $2,246 | $3,620-37.9% | $2,965-24.2% | $4,751-52.7% |
| Participant deferral / active EE | $7,851 | $5,548+41.5% | $4,851+61.8% | $6,710+17.0% |
| Admin fee / account holder | $4,400 | $11,591-62.0% | $8,252-46.7% | $11,403-61.4% |