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 | $24,924 | $107,791-76.9% | $90,645-72.5% | $135,375-81.6% |
| Participation rate | 41.7% | 78.0%-36.4pp | 74.0%-32.4pp | 82.6%-41.0pp |
| Annual return | -13.10% | -0.90%-12.2pp | 1.88%-15.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,052 | $3,018-65.1% | $2,532-58.4% | $4,779-78.0% |
| Participant deferral / active EE | $2,352 | $3,872-39.3% | $3,425-31.3% | $5,609-58.1% |
| Admin fee / account holder | $1,334 | $5,930-77.5% | $4,994-73.3% | $10,827-87.7% |