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 | $35,133 | $56,357-37.7% | $104,294-66.3% | $68,494-48.7% |
| Participation rate | 28.1% | 63.3%-35.1pp | 73.3%-45.1pp | 67.9%-39.8pp |
| Annual return | -21.13% | -9.19%-11.9pp | 24.61%-45.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $985 | $1,960-49.8% | $3,372-70.8% | $2,596-62.1% |
| Participant deferral / active EE | $2,505 | $3,077-18.6% | $4,625-45.8% | $4,027-37.8% |
| Admin fee / account holder | $2,029 | $4,903-58.6% | $7,339-72.4% | $5,403-62.4% |