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 | $24,131 | $152,509-84.2% | $117,472-79.5% | $134,475-82.1% |
| Participation rate | 46.2% | 77.1%-30.9pp | 70.6%-24.4pp | 81.2%-35.1pp |
| Annual return | -26.58% | 52.99%-79.6pp | 29.74%-56.3pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,202 | $5,571-78.4% | $4,176-71.2% | $4,740-74.6% |
| Participant deferral / active EE | $1,726 | $4,818-64.2% | $4,070-57.6% | $6,400-73.0% |
| Admin fee / account holder | $322 | $7,004-95.4% | $5,645-94.3% | $11,426-97.2% |