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 | $16,785 | $51,197-67.2% | $82,719-79.7% | $66,914-74.9% |
| Participation rate | 56.6% | 67.8%-11.2pp | 72.6%-15.9pp | 69.8%-13.2pp |
| Annual return | -21.39% | -9.64%-11.8pp | 701.18%-722.6pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,132 | $2,611-56.6% | $3,009-62.4% | $2,544-55.5% |
| Participant deferral / active EE | $2,234 | $3,458-35.4% | $4,395-49.2% | $4,237-47.3% |
| Admin fee / account holder | $640 | $416+54.1% | $5,329-88.0% | $593+7.9% |