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 3-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 | $13,697 | $90,348-84.8% | $75,972-82.0% | $145,922-90.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.8pp |
| Annual return | -0.79% | 620.88%-621.7pp | 359.55%-360.3pp | 561.29%-562.1pp |
| Employer contribution / active EE | $788 | $3,311-76.2% | $2,685-70.7% | $4,660-83.1% |
| Participant deferral / active EE | $2,346 | $5,162-54.6% | $4,255-44.9% | $6,688-64.9% |
| Admin fee / account holder | $1,254 | $8,467-85.2% | $6,467-80.6% | $13,397-90.6% |