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 | $29,578 | $82,664-64.2% | $125,339-76.4% | $68,494-56.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -21.26% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $908 | $3,381-73.1% | $4,814-81.1% | $2,596-65.0% |
| Participant deferral / active EE | $4,974 | $6,110-18.6% | $7,446-33.2% | $4,027+23.5% |
| Admin fee / account holder | $3,012 | $6,275-52.0% | $10,010-69.9% | $5,403-44.2% |