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 | $18,913 | $159,602-88.2% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | -54.97% | 70.24%-125.2pp | 62.55%-117.5pp | 217.08%-272.0pp |
| Employer contribution / active EE | $1,552 | $4,961-68.7% | $4,693-66.9% | $4,299-63.9% |
| Participant deferral / active EE | $3,842 | $8,310-53.8% | $7,997-52.0% | $6,507-41.0% |
| Admin fee / account holder | $425 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |