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 | $30,379 | $100,754-69.8% | $86,677-65.0% | $134,475-77.4% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -25.52% | 29.04%-54.6pp | 35.91%-61.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,669 | $3,489-52.2% | $2,836-41.2% | $4,740-64.8% |
| Participant deferral / active EE | $4,082 | $5,338-23.5% | $4,656-12.3% | $6,400-36.2% |
| Admin fee / account holder | $860 | $10,926-92.1% | $7,493-88.5% | $11,426-92.5% |