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 | $18,959 | $73,867-74.3% | $143,757-86.8% | $68,494-72.3% |
| Participation rate | 59.0% | 66.7%-7.7pp | 80.3%-21.3pp | 67.9%-8.9pp |
| Annual return | -21.13% | 1.01%-22.1pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,525 | $3,184-52.1% | $4,951-69.2% | $2,596-41.3% |
| Participant deferral / active EE | $3,902 | $3,384+15.3% | $5,637-30.8% | $4,027-3.1% |
| Admin fee / account holder | $2,121 | $5,755-63.1% | $14,673-85.5% | $5,403-60.7% |