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 | $16,863 | $27,641-39.0% | $61,373-72.5% | $68,494-75.4% |
| Participation rate | 24.0% | 39.5%-15.5pp | 52.6%-28.6pp | 67.9%-43.9pp |
| Annual return | -24.52% | -13.24%-11.3pp | 338.61%-363.1pp | -7.84%-16.7pp |
| Employer contribution / active EE | $477 | $695-31.4% | $1,159-58.8% | $2,596-81.6% |
| Participant deferral / active EE | $730 | $1,263-42.2% | $2,125-65.6% | $4,027-81.9% |
| Admin fee / account holder | $1,977 | $2,010-1.6% | $2,130-7.2% | $5,403-63.4% |