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 | $16,620 | $73,867-77.5% | $143,757-88.4% | $68,494-75.7% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -21.20% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,482 | $3,184-53.5% | $4,951-70.1% | $2,596-42.9% |
| Participant deferral / active EE | $2,709 | $3,384-19.9% | $5,637-51.9% | $4,027-32.7% |
| Admin fee / account holder | $668 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |