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 | $27,013 | $82,664-67.3% | $125,339-78.4% | $68,494-60.6% |
| Participation rate | 61.8% | 75.0%-13.3pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,118 | $3,381-37.4% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $4,796 | $6,110-21.5% | $7,446-35.6% | $4,027+19.1% |
| Admin fee / account holder | $2,528 | $6,275-59.7% | $10,010-74.7% | $5,403-53.2% |