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 | $70,001 | $82,664-15.3% | $125,339-44.2% | $68,494+2.2% |
| Participation rate | 61.2% | 75.0%-13.8pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -21.62% | -5.97%-15.6pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,745 | $3,381-48.4% | $4,814-63.8% | $2,596-32.8% |
| Participant deferral / active EE | $3,753 | $6,110-38.6% | $7,446-49.6% | $4,027-6.8% |
| Admin fee / account holder | $4,593 | $6,275-26.8% | $10,010-54.1% | $5,403-15.0% |