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 7-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 | $9,975 | $73,867-86.5% | $143,757-93.1% | $68,494-85.4% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.4pp | 67.9%-25.0pp |
| Annual return | -19.79% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,103 | $3,184-65.4% | $4,951-77.7% | $2,596-57.5% |
| Participant deferral / active EE | $1,325 | $3,384-60.8% | $5,637-76.5% | $4,027-67.1% |
| Admin fee / account holder | $4,335 | $5,755-24.7% | $14,673-70.5% | $5,403-19.8% |