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 | $19,755 | $27,641-28.5% | $61,373-67.8% | $68,494-71.2% |
| Participation rate | 34.6% | 39.5%-4.9pp | 52.6%-18.0pp | 67.9%-33.3pp |
| Annual return | -26.74% | -13.24%-13.5pp | 338.61%-365.3pp | -7.84%-18.9pp |
| Employer contribution / active EE | $182 | $695-73.8% | $1,159-84.3% | $2,596-93.0% |
| Participant deferral / active EE | $820 | $1,263-35.1% | $2,125-61.4% | $4,027-79.6% |
| Admin fee / account holder | $6,529 | $2,010+224.8% | $2,130+206.6% | $5,403+20.8% |