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 | $15,212 | $76,000-80.0% | $154,107-90.1% | $64,186-76.3% |
| Participation rate | 31.0% | 70.4%-39.5pp | 83.0%-52.1pp | 69.6%-38.6pp |
| Annual return | -9.43% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.1pp |
| Employer contribution / active EE | $407 | $3,351-87.8% | $5,298-92.3% | $2,381-82.9% |
| Participant deferral / active EE | $988 | $3,175-68.9% | $5,081-80.6% | $3,470-71.5% |
| Admin fee / account holder | $305 | $5,596-94.5% | $13,411-97.7% | $4,888-93.8% |