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 | $19,390 | $114,381-83.0% | $107,525-82.0% | $142,382-86.4% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | -17.04% | 242.71%-259.7pp | 181.32%-198.4pp | 217.08%-234.1pp |
| Employer contribution / active EE | $1,340 | $4,015-66.6% | $3,754-64.3% | $4,299-68.8% |
| Participant deferral / active EE | $6,950 | $5,564+24.9% | $5,116+35.9% | $6,507+6.8% |
| Admin fee / account holder | $44,591 | $9,860+352.2% | $8,919+400.0% | $12,624+253.2% |