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 | $27,597 | $138,044-80.0% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.03% | 750.33%-774.4pp | 572.05%-596.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,017 | $5,243-80.6% | $4,814-78.9% | $4,740-78.5% |
| Participant deferral / active EE | $3,893 | $7,799-50.1% | $7,446-47.7% | $6,400-39.2% |
| Admin fee / account holder | $2,531 | $11,571-78.1% | $10,010-74.7% | $11,426-77.8% |