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 | $19,863 | $75,935-73.8% | $60,547-67.2% | $125,391-84.2% |
| Participation rate | 42.9% | 76.5%-33.7pp | 68.0%-25.1pp | 83.2%-40.3pp |
| Annual return | -7.65% | -5.38%-2.3pp | 335.64%-343.3pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,581 | $3,438-54.0% | $2,419-34.6% | $4,866-67.5% |
| Participant deferral / active EE | $3,702 | $4,506-17.8% | $3,328+11.3% | $5,352-30.8% |
| Admin fee / account holder | $943 | $6,768-86.1% | $4,536-79.2% | $9,540-90.1% |