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 7-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 | $22,122 | $142,344-84.5% | $119,609-81.5% | $134,475-83.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -28.71% | -12.44%-16.3pp | -14.97%-13.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $1,217 | $5,222-76.7% | $4,232-71.3% | $4,740-74.3% |
| Participant deferral / active EE | $7,676 | $6,469+18.7% | $5,602+37.0% | $6,400+19.9% |
| Admin fee / account holder | $1,956 | $13,584-85.6% | $10,323-81.1% | $11,426-82.9% |