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 9-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 | $20,944 | $46,674-55.1% | $117,472-82.2% | $68,494-69.4% |
| Participation rate | 60.7% | 56.8%+3.9pp | 70.6%-9.9pp | 67.9%-7.2pp |
| Annual return | -27.88% | -14.52%-13.4pp | 29.74%-57.6pp | -7.84%-20.0pp |
| Employer contribution / active EE | $854 | $1,505-43.3% | $4,176-79.6% | $2,596-67.1% |
| Participant deferral / active EE | $2,007 | $2,636-23.9% | $4,070-50.7% | $4,027-50.2% |
| Admin fee / account holder | $354 | $4,020-91.2% | $5,645-93.7% | $5,403-93.4% |