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 | $14,376 | $69,010-79.2% | $159,960-91.0% | $68,494-79.0% |
| Participation rate | 56.5% | 65.4%-8.9pp | 78.0%-21.4pp | 67.9%-11.4pp |
| Annual return | -20.18% | -9.65%-10.5pp | 408.60%-428.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,187 | $2,213-46.4% | $4,226-71.9% | $2,596-54.3% |
| Participant deferral / active EE | $3,481 | $4,212-17.4% | $6,182-43.7% | $4,027-13.6% |
| Admin fee / account holder | $1,430 | $4,798-70.2% | $8,698-83.6% | $5,403-73.5% |