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 | $18,036 | $82,286-78.1% | $68,791-73.8% | $134,475-86.6% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.0%-41.8pp | 81.2%-53.9pp |
| Annual return | -21.23% | -2.19%-19.0pp | -6.38%-14.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,160 | $3,301-34.6% | $2,655-18.7% | $4,740-54.4% |
| Participant deferral / active EE | $4,113 | $4,739-13.2% | $3,941+4.4% | $6,400-35.7% |
| Admin fee / account holder | $5,408 | $6,481-16.6% | $4,932+9.7% | $11,426-52.7% |