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 | $55,827 | $95,862-41.8% | $79,550-29.8% | $134,475-58.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -24.44% | -2.69%-21.8pp | 0.16%-24.6pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,096 | $3,128-65.0% | $2,413-54.6% | $4,740-76.9% |
| Participant deferral / active EE | $4,089 | $4,693-12.9% | $3,985+2.6% | $6,400-36.1% |
| Admin fee / account holder | $481 | $9,126-94.7% | $6,832-93.0% | $11,426-95.8% |