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 | $29,319 | $27,641+6.1% | $61,373-52.2% | $68,494-57.2% |
| Participation rate | 45.2% | 39.5%+5.7pp | 52.6%-7.4pp | 67.9%-22.7pp |
| Annual return | -22.97% | -13.24%-9.7pp | 338.61%-361.6pp | -7.84%-15.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,657 | $1,263+189.5% | $2,125+72.1% | $4,027-9.2% |
| Admin fee / account holder | $1,232 | $2,010-38.7% | $2,130-42.1% | $5,403-77.2% |