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 | $18,170 | $27,641-34.3% | $61,373-70.4% | $68,494-73.5% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | -26.25% | -13.24%-13.0pp | 338.61%-364.9pp | -7.84%-18.4pp |
| Employer contribution / active EE | $170 | $695-75.5% | $1,159-85.3% | $2,596-93.4% |
| Participant deferral / active EE | $1,138 | $1,263-9.9% | $2,125-46.4% | $4,027-71.7% |
| Admin fee / account holder | $523 | $2,010-74.0% | $2,130-75.4% | $5,403-90.3% |