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 | $19,916 | $45,863-56.6% | $77,024-74.1% | $68,494-70.9% |
| Participation rate | 21.1% | 55.9%-34.9pp | 67.9%-46.9pp | 67.9%-46.8pp |
| Annual return | -20.28% | 1.72%-22.0pp | 42.32%-62.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $375 | $1,650-77.3% | $2,812-86.7% | $2,596-85.6% |
| Participant deferral / active EE | $886 | $2,962-70.1% | $4,426-80.0% | $4,027-78.0% |
| Admin fee / account holder | $348 | $3,041-88.6% | $5,425-93.6% | $5,403-93.6% |