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 | $26,312 | $58,320-54.9% | $86,436-69.6% | $66,914-60.7% |
| Participation rate | 67.3% | 78.6%-11.3pp | 80.3%-13.0pp | 69.8%-2.5pp |
| Annual return | -18.35% | -9.71%-8.6pp | 4394.89%-4413.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,438 | $2,615-45.0% | $3,769-61.9% | $2,544-43.5% |
| Participant deferral / active EE | $3,928 | $6,899-43.1% | $6,952-43.5% | $4,237-7.3% |
| Admin fee / account holder | $2,607 | $546+377.5% | $6,731-61.3% | $593+339.4% |