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 6-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 | $38,644 | $95,862-59.7% | $79,550-51.4% | $134,475-71.3% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -21.41% | -2.69%-18.7pp | 0.16%-21.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $815 | $3,128-74.0% | $2,413-66.2% | $4,740-82.8% |
| Participant deferral / active EE | $2,876 | $4,693-38.7% | $3,985-27.8% | $6,400-55.1% |
| Admin fee / account holder | $1,215 | $9,126-86.7% | $6,832-82.2% | $11,426-89.4% |