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 9-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 | $27,217 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 65.0% | 75.0%-10.0pp | 82.4%-17.4pp | 67.9%-2.9pp |
| Annual return | -21.15% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,021 | $3,381-40.2% | $4,814-58.0% | $2,596-22.2% |
| Participant deferral / active EE | $5,156 | $6,110-15.6% | $7,446-30.8% | $4,027+28.0% |
| Admin fee / account holder | $2,056 | $6,275-67.2% | $10,010-79.5% | $5,403-61.9% |