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 | $15,052 | $69,010-78.2% | $159,960-90.6% | $68,494-78.0% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 67.9%-12.3pp |
| Annual return | -20.01% | -9.65%-10.4pp | 408.60%-428.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,254 | $2,213-43.3% | $4,226-70.3% | $2,596-51.7% |
| Participant deferral / active EE | $1,876 | $4,212-55.5% | $6,182-69.7% | $4,027-53.4% |
| Admin fee / account holder | $1,904 | $4,798-60.3% | $8,698-78.1% | $5,403-64.8% |