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 | $34,394 | $138,065-75.1% | $123,544-72.2% | $135,375-74.6% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -10.48% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,345 | $5,151-73.9% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $7,809 | $6,799+14.9% | $6,426+21.5% | $5,609+39.2% |
| Admin fee / account holder | $324 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |