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 | $20,182 | $59,805-66.3% | $79,550-74.6% | $68,494-70.5% |
| Participation rate | 44.6% | 61.1%-16.5pp | 69.5%-24.9pp | 67.9%-23.3pp |
| Annual return | -19.98% | -12.30%-7.7pp | 0.16%-20.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $457 | $1,505-69.6% | $2,413-81.1% | $2,596-82.4% |
| Participant deferral / active EE | $1,496 | $3,024-50.5% | $3,985-62.5% | $4,027-62.8% |
| Admin fee / account holder | $634 | $4,835-86.9% | $6,832-90.7% | $5,403-88.3% |