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 | $9,560 | $32,117-70.2% | $71,086-86.6% | $64,186-85.1% |
| Participation rate | 31.5% | 42.7%-11.2pp | 54.7%-23.2pp | 69.6%-38.1pp |
| Annual return | -13.96% | -5.57%-8.4pp | 650.59%-664.6pp | 7.63%-21.6pp |
| Employer contribution / active EE | $660 | $712-7.3% | $1,088-39.3% | $2,381-72.3% |
| Participant deferral / active EE | $934 | $1,263-26.0% | $1,874-50.2% | $3,470-73.1% |
| Admin fee / account holder | $1,678 | $2,759-39.2% | $3,082-45.5% | $4,888-65.7% |