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 | $21,452 | $77,813-72.4% | $123,544-82.6% | $64,186-66.6% |
| Participation rate | 61.1% | 74.7%-13.6pp | 82.3%-21.2pp | 69.6%-8.5pp |
| Annual return | -14.69% | 12.48%-27.2pp | 119.20%-133.9pp | 7.63%-22.3pp |
| Employer contribution / active EE | $2,383 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $5,826 | $5,240+11.2% | $6,426-9.3% | $3,470+67.9% |
| Admin fee / account holder | $578 | $5,519-89.5% | $9,284-93.8% | $4,888-88.2% |