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 | $24,431 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | -1.46% | 24.19%-25.6pp | 151.07%-152.5pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,127 | $3,256-65.4% | $5,011-77.5% | $2,471-54.4% |
| Participant deferral / active EE | $1,396 | $3,236-56.9% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $4,761 | $6,751-29.5% | $13,984-66.0% | $5,306-10.3% |