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 4-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 | $11,120 | $27,641-59.8% | $61,373-81.9% | $68,494-83.8% |
| Participation rate | 41.4% | 39.5%+1.9pp | 52.6%-11.2pp | 67.9%-26.5pp |
| Annual return | -27.07% | -13.24%-13.8pp | 338.61%-365.7pp | -7.84%-19.2pp |
| Employer contribution / active EE | $1,990 | $695+186.2% | $1,159+71.7% | $2,596-23.3% |
| Participant deferral / active EE | $2,560 | $1,263+102.7% | $2,125+20.5% | $4,027-36.4% |
| Admin fee / account holder | $480 | $2,010-76.1% | $2,130-77.5% | $5,403-91.1% |