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 7-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 | $19,794 | $129,942-84.8% | $104,294-81.0% | $134,475-85.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -20.40% | 42.03%-62.4pp | 24.61%-45.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $932 | $4,184-77.7% | $3,372-72.4% | $4,740-80.3% |
| Participant deferral / active EE | $3,436 | $5,588-38.5% | $4,625-25.7% | $6,400-46.3% |
| Admin fee / account holder | $399 | $9,323-95.7% | $7,339-94.6% | $11,426-96.5% |