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 | $15,611 | $76,000-79.5% | $154,107-89.9% | $64,186-75.7% |
| Participation rate | 39.4% | 70.4%-31.0pp | 83.0%-43.6pp | 69.6%-30.2pp |
| Annual return | -12.75% | 30.32%-43.1pp | 735.12%-747.9pp | 7.63%-20.4pp |
| Employer contribution / active EE | $909 | $3,351-72.9% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $2,055 | $3,175-35.3% | $5,081-59.6% | $3,470-40.8% |
| Admin fee / account holder | $520 | $5,596-90.7% | $13,411-96.1% | $4,888-89.4% |