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 | $22,473 | $73,867-69.6% | $143,757-84.4% | $68,494-67.2% |
| Participation rate | 59.3% | 66.7%-7.4pp | 80.3%-21.0pp | 67.9%-8.6pp |
| Annual return | -22.49% | 1.01%-23.5pp | -0.04%-22.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,471 | $3,184-53.8% | $4,951-70.3% | $2,596-43.3% |
| Participant deferral / active EE | $2,987 | $3,384-11.8% | $5,637-47.0% | $4,027-25.8% |
| Admin fee / account holder | $2,638 | $5,755-54.2% | $14,673-82.0% | $5,403-51.2% |