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 | $25,664 | $95,971-73.3% | $74,550-65.6% | $135,375-81.0% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -11.51% | 56.96%-68.5pp | 32.53%-44.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,724 | $2,716-36.5% | $1,961-12.1% | $4,779-63.9% |
| Participant deferral / active EE | $5,466 | $3,843+42.2% | $3,108+75.9% | $5,609-2.5% |
| Admin fee / account holder | $881 | $6,522-86.5% | $5,060-82.6% | $10,827-91.9% |