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 | $14,091 | $76,000-81.5% | $154,107-90.9% | $64,186-78.0% |
| Participation rate | 58.8% | 70.4%-11.6pp | 83.0%-24.2pp | 69.6%-10.7pp |
| Annual return | -12.23% | 30.32%-42.6pp | 735.12%-747.4pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,521 | $3,351-54.6% | $5,298-71.3% | $2,381-36.1% |
| Participant deferral / active EE | $1,706 | $3,175-46.3% | $5,081-66.4% | $3,470-50.8% |
| Admin fee / account holder | $316 | $5,596-94.4% | $13,411-97.6% | $4,888-93.5% |