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 | $31,567 | $73,867-57.3% | $143,757-78.0% | $68,494-53.9% |
| Participation rate | 45.7% | 66.7%-20.9pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -19.93% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,675 | $3,184-47.4% | $4,951-66.2% | $2,596-35.5% |
| Participant deferral / active EE | $2,720 | $3,384-19.6% | $5,637-51.8% | $4,027-32.5% |
| Admin fee / account holder | $1,014 | $5,755-82.4% | $14,673-93.1% | $5,403-81.2% |