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 | $18,118 | $73,867-75.5% | $143,757-87.4% | $68,494-73.5% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -24.66% | 1.01%-25.7pp | -0.04%-24.6pp | -7.84%-16.8pp |
| Employer contribution / active EE | $2,394 | $3,184-24.8% | $4,951-51.6% | $2,596-7.8% |
| Participant deferral / active EE | $3,401 | $3,384+0.5% | $5,637-39.7% | $4,027-15.6% |
| Admin fee / account holder | $8,904 | $5,755+54.7% | $14,673-39.3% | $5,403+64.8% |