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 | $26,571 | $60,124-55.8% | $90,404-70.6% | $79,858-66.7% |
| Participation rate | 36.7% | 65.0%-28.3pp | 72.7%-36.0pp | 69.6%-33.0pp |
| Annual return | -0.72% | 71.94%-72.7pp | 1293.02%-1293.7pp | 31.71%-32.4pp |
| Employer contribution / active EE | $670 | $2,068-67.6% | $3,262-79.5% | $2,471-72.9% |
| Participant deferral / active EE | $951 | $2,938-67.6% | $3,963-76.0% | $3,740-74.6% |
| Admin fee / account holder | $1,765 | $3,976-55.6% | $5,611-68.5% | $5,306-66.7% |