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 | $10,367 | $27,641-62.5% | $61,373-83.1% | $68,494-84.9% |
| Participation rate | 31.4% | 39.5%-8.1pp | 52.6%-21.1pp | 67.9%-36.5pp |
| Annual return | -23.41% | -13.24%-10.2pp | 338.61%-362.0pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,215 | $695+74.7% | $1,159+4.8% | $2,596-53.2% |
| Participant deferral / active EE | $1,955 | $1,263+54.7% | $2,125-8.0% | $4,027-51.5% |
| Admin fee / account holder | $3,236 | $2,010+61.0% | $2,130+51.9% | $5,403-40.1% |