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 9-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 | $38,228 | $49,177-22.3% | $79,464-51.9% | $64,186-40.4% |
| Participation rate | 25.8% | 65.0%-39.2pp | 73.3%-47.5pp | 69.6%-43.8pp |
| Annual return | -48.29% | -1.16%-47.1pp | 718.14%-766.4pp | 7.63%-55.9pp |
| Employer contribution / active EE | $1,803 | $2,076-13.2% | $2,800-35.6% | $2,381-24.3% |
| Participant deferral / active EE | $3,576 | $2,821+26.8% | $3,704-3.4% | $3,470+3.1% |
| Admin fee / account holder | $511 | $3,839-86.7% | $5,113-90.0% | $4,888-89.6% |