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 8-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 | $13,129 | $27,641-52.5% | $61,373-78.6% | $68,494-80.8% |
| Participation rate | 24.1% | 39.5%-15.4pp | 52.6%-28.4pp | 67.9%-43.8pp |
| Annual return | -23.97% | -13.24%-10.7pp | 338.61%-362.6pp | -7.84%-16.1pp |
| Employer contribution / active EE | $102 | $695-85.3% | $1,159-91.2% | $2,596-96.1% |
| Participant deferral / active EE | $1,431 | $1,263+13.3% | $2,125-32.7% | $4,027-64.5% |
| Admin fee / account holder | $317 | $2,010-84.2% | $2,130-85.1% | $5,403-94.1% |