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 | $14,151 | $69,010-79.5% | $159,960-91.2% | $68,494-79.3% |
| Participation rate | 35.1% | 65.4%-30.3pp | 78.0%-42.8pp | 67.9%-32.8pp |
| Annual return | -22.30% | -9.65%-12.7pp | 408.60%-430.9pp | -7.84%-14.5pp |
| Employer contribution / active EE | $772 | $2,213-65.1% | $4,226-81.7% | $2,596-70.3% |
| Participant deferral / active EE | $1,725 | $4,212-59.0% | $6,182-72.1% | $4,027-57.2% |
| Admin fee / account holder | $1,102 | $4,798-77.0% | $8,698-87.3% | $5,403-79.6% |