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 5-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 | $13,733 | $133,958-89.7% | $112,228-87.8% | $134,475-89.8% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -26.17% | 47.11%-73.3pp | 27.45%-53.6pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,983 | $4,038-50.9% | $3,635-45.4% | $4,740-58.2% |
| Participant deferral / active EE | $4,667 | $5,291-11.8% | $4,728-1.3% | $6,400-27.1% |
| Admin fee / account holder | $339 | $7,489-95.5% | $6,410-94.7% | $11,426-97.0% |