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 6-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 | $17,696 | $73,867-76.0% | $143,757-87.7% | $68,494-74.2% |
| Participation rate | 13.2% | 66.7%-53.5pp | 80.3%-67.1pp | 67.9%-54.7pp |
| Annual return | -23.87% | 1.01%-24.9pp | -0.04%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,389 | $3,384-59.0% | $5,637-75.4% | $4,027-65.5% |
| Admin fee / account holder | $662 | $5,755-88.5% | $14,673-95.5% | $5,403-87.7% |