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 | $23,782 | $95,862-75.2% | $79,550-70.1% | $134,475-82.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -22.15% | -2.69%-19.5pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $943 | $3,128-69.9% | $2,413-60.9% | $4,740-80.1% |
| Participant deferral / active EE | $2,898 | $4,693-38.2% | $3,985-27.3% | $6,400-54.7% |
| Admin fee / account holder | $1,771 | $9,126-80.6% | $6,832-74.1% | $11,426-84.5% |