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 | $24,243 | $85,790-71.7% | $67,313-64.0% | $135,375-82.1% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -10.80% | -0.54%-10.3pp | -4.08%-6.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,188 | $3,487-65.9% | $2,566-53.7% | $4,779-75.1% |
| Participant deferral / active EE | $2,414 | $4,651-48.1% | $3,568-32.4% | $5,609-57.0% |
| Admin fee / account holder | $3,509 | $6,392-45.1% | $4,507-22.1% | $10,827-67.6% |