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 | $16,959 | $97,757-82.7% | $83,848-79.8% | $135,375-87.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -11.13% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $715 | $4,222-83.1% | $3,631-80.3% | $4,779-85.0% |
| Participant deferral / active EE | $1,469 | $4,682-68.6% | $4,082-64.0% | $5,609-73.8% |
| Admin fee / account holder | $393 | $6,674-94.1% | $5,478-92.8% | $10,827-96.4% |