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 | $7,292 | $27,641-73.6% | $61,373-88.1% | $68,494-89.4% |
| Participation rate | 16.2% | 39.5%-23.3pp | 52.6%-36.4pp | 67.9%-51.7pp |
| Annual return | -26.61% | -13.24%-13.4pp | 338.61%-365.2pp | -7.84%-18.8pp |
| Employer contribution / active EE | $606 | $695-12.9% | $1,159-47.8% | $2,596-76.7% |
| Participant deferral / active EE | $488 | $1,263-61.4% | $2,125-77.0% | $4,027-87.9% |
| Admin fee / account holder | $1,615 | $2,010-19.7% | $2,130-24.2% | $5,403-70.1% |