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 | $22,508 | $87,540-74.3% | $75,781-70.3% | $125,391-82.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -4.55% | 13.48%-18.0pp | 9.68%-14.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $2,895 | $3,930-26.3% | $3,323-12.9% | $4,866-40.5% |
| Participant deferral / active EE | $4,703 | $4,229+11.2% | $3,651+28.8% | $5,352-12.1% |
| Admin fee / account holder | $3,160 | $6,502-51.4% | $5,299-40.4% | $9,540-66.9% |