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 | $33,248 | $95,862-65.3% | $79,550-58.2% | $134,475-75.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -23.02% | -2.69%-20.3pp | 0.16%-23.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $721 | $3,128-77.0% | $2,413-70.1% | $4,740-84.8% |
| Participant deferral / active EE | $1,416 | $4,693-69.8% | $3,985-64.5% | $6,400-77.9% |
| Admin fee / account holder | $6,196 | $9,126-32.1% | $6,832-9.3% | $11,426-45.8% |