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 | $15,302 | $69,010-77.8% | $159,960-90.4% | $68,494-77.7% |
| Participation rate | 11.8% | 65.4%-53.6pp | 78.0%-66.2pp | 67.9%-56.1pp |
| Annual return | -22.32% | -9.65%-12.7pp | 408.60%-430.9pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,586 | $4,212-62.4% | $6,182-74.4% | $4,027-60.6% |
| Admin fee / account holder | $3,559 | $4,798-25.8% | $8,698-59.1% | $5,403-34.1% |