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 | $21,057 | $92,222-77.2% | $76,768-72.6% | $135,375-84.4% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -13.10% | 5.46%-18.6pp | 2.43%-15.5pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $2,485-42.3% | $4,779-70.0% |
| Participant deferral / active EE | $4,632 | $4,509+2.7% | $3,852+20.3% | $5,609-17.4% |
| Admin fee / account holder | $713 | $10,748-93.4% | $6,675-89.3% | $10,827-93.4% |