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 5-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 | $20,050 | $65,561-69.4% | $86,188-76.7% | $75,163-73.3% |
| Participation rate | 36.8% | 60.5%-23.6pp | 69.0%-32.1pp | 67.2%-30.3pp |
| Annual return | -84.24% | 46.05%-130.3pp | 1168.45%-1252.7pp | 160.62%-244.9pp |
| Employer contribution / active EE | $2,449 | $1,553+57.7% | $2,380+2.9% | $2,670-8.3% |
| Participant deferral / active EE | $4,802 | $3,024+58.8% | $3,985+20.5% | $4,125+16.4% |
| Admin fee / account holder | $1,438 | $5,474-73.7% | $6,852-79.0% | $5,651-74.5% |