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 | $24,393 | $54,350-55.1% | $82,719-70.5% | $68,494-64.4% |
| Participation rate | 42.9% | 63.9%-21.1pp | 72.6%-29.7pp | 67.9%-25.0pp |
| Annual return | -20.60% | -13.67%-6.9pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $487 | $2,218-78.0% | $3,009-83.8% | $2,596-81.2% |
| Participant deferral / active EE | $2,652 | $3,246-18.3% | $4,395-39.7% | $4,027-34.2% |
| Admin fee / account holder | $1,700 | $4,395-61.3% | $5,329-68.1% | $5,403-68.5% |