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 10-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 | $21,640 | $73,867-70.7% | $143,757-84.9% | $68,494-68.4% |
| Participation rate | 60.7% | 66.7%-6.0pp | 80.3%-19.7pp | 67.9%-7.2pp |
| Annual return | -70.97% | 1.01%-72.0pp | -0.04%-70.9pp | -7.84%-63.1pp |
| Employer contribution / active EE | $762 | $3,184-76.1% | $4,951-84.6% | $2,596-70.6% |
| Participant deferral / active EE | $2,582 | $3,384-23.7% | $5,637-54.2% | $4,027-35.9% |
| Admin fee / account holder | $44,109 | $5,755+666.5% | $14,673+200.6% | $5,403+716.4% |