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 | $22,372 | $158,817-85.9% | $121,196-81.5% | $135,375-83.5% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -9.70% | -0.64%-9.1pp | 16.93%-26.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $636 | $5,665-88.8% | $4,022-84.2% | $4,779-86.7% |
| Participant deferral / active EE | $1,896 | $4,005-52.7% | $3,344-43.3% | $5,609-66.2% |
| Admin fee / account holder | $804 | $6,512-87.6% | $5,019-84.0% | $10,827-92.6% |