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 5-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 | $18,079 | $74,888-75.9% | $71,209-74.6% | $142,382-87.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -18.45% | 345.14%-363.6pp | 282.51%-301.0pp | 217.08%-235.5pp |
| Employer contribution / active EE | $1,069 | $2,854-62.5% | $2,721-60.7% | $4,299-75.1% |
| Participant deferral / active EE | $2,059 | $4,454-53.8% | $4,175-50.7% | $6,507-68.4% |
| Admin fee / account holder | $2,171 | $5,568-61.0% | $5,349-59.4% | $12,624-82.8% |