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 7-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 | $5,014 | $25,979-80.7% | $71,735-93.0% | $68,494-92.7% |
| Participation rate | 65.9% | 54.5%+11.4pp | 62.3%+3.5pp | 67.9%-2.0pp |
| Annual return | -19.92% | -15.10%-4.8pp | 9.14%-29.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $316 | $900-64.9% | $1,704-81.5% | $2,596-87.8% |
| Participant deferral / active EE | $1,263 | $1,522-17.0% | $2,658-52.5% | $4,027-68.6% |
| Admin fee / account holder | $584 | $2,022-71.1% | $3,974-85.3% | $5,403-89.2% |