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 7-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 | $15,192 | $54,229-72.0% | $70,092-78.3% | $68,494-77.8% |
| Participation rate | 44.4% | 64.5%-20.0pp | 70.5%-26.0pp | 67.9%-23.4pp |
| Annual return | -22.43% | -13.87%-8.6pp | 190.73%-213.2pp | -7.84%-14.6pp |
| Employer contribution / active EE | $840 | $2,018-58.4% | $2,559-67.2% | $2,596-67.6% |
| Participant deferral / active EE | $1,904 | $2,956-35.6% | $3,849-50.5% | $4,027-52.7% |
| Admin fee / account holder | $1,232 | $4,694-73.7% | $6,267-80.3% | $5,403-77.2% |