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 | $18,696 | $27,641-32.4% | $61,373-69.5% | $68,494-72.7% |
| Participation rate | 18.8% | 39.5%-20.7pp | 52.6%-33.8pp | 67.9%-49.1pp |
| Annual return | -47.57% | -13.24%-34.3pp | 338.61%-386.2pp | -7.84%-39.7pp |
| Employer contribution / active EE | $1,427 | $695+105.2% | $1,159+23.1% | $2,596-45.0% |
| Participant deferral / active EE | $1,930 | $1,263+52.8% | $2,125-9.2% | $4,027-52.1% |
| Admin fee / account holder | $969 | $2,010-51.8% | $2,130-54.5% | $5,403-82.1% |