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 | $23,226 | $73,004-68.2% | $90,749-74.4% | $68,494-66.1% |
| Participation rate | 39.4% | 70.8%-31.5pp | 75.7%-36.3pp | 67.9%-28.5pp |
| Annual return | -20.24% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,494 | $2,193-31.9% | $2,921-48.9% | $2,596-42.5% |
| Participant deferral / active EE | $2,188 | $3,627-39.7% | $4,564-52.1% | $4,027-45.7% |
| Admin fee / account holder | $654 | $5,896-88.9% | $8,445-92.3% | $5,403-87.9% |