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 | $23,795 | $95,971-75.2% | $74,550-68.1% | $135,375-82.4% |
| Participation rate | 31.8% | 75.7%-43.8pp | 69.1%-37.3pp | 82.6%-50.8pp |
| Annual return | -9.89% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $357 | $2,716-86.9% | $1,961-81.8% | $4,779-92.5% |
| Participant deferral / active EE | $1,238 | $3,843-67.8% | $3,108-60.2% | $5,609-77.9% |
| Admin fee / account holder | $404 | $6,522-93.8% | $5,060-92.0% | $10,827-96.3% |