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 8-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 | $56,884 | $72,404-21.4% | $110,238-48.4% | $64,186-11.4% |
| Participation rate | 53.7% | 73.3%-19.7pp | 79.8%-26.2pp | 69.6%-15.9pp |
| Annual return | -7.81% | -6.29%-1.5pp | 314.74%-322.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,550 | $2,282-32.1% | $3,826-59.5% | $2,381-34.9% |
| Participant deferral / active EE | $2,821 | $3,469-18.7% | $4,672-39.6% | $3,470-18.7% |
| Admin fee / account holder | $2,734 | $5,664-51.7% | $8,547-68.0% | $4,888-44.1% |