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 | $23,636 | $127,386-81.4% | $115,037-79.5% | $125,391-81.2% |
| Participation rate | 30.8% | 84.2%-53.4pp | 81.4%-50.6pp | 83.2%-52.4pp |
| Annual return | -21.84% | 31.28%-53.1pp | 26.14%-48.0pp | 282.22%-304.1pp |
| Employer contribution / active EE | $1,547 | $5,166-70.1% | $4,608-66.4% | $4,866-68.2% |
| Participant deferral / active EE | $3,291 | $6,423-48.8% | $6,026-45.4% | $5,352-38.5% |
| Admin fee / account holder | $6,503 | $9,516-31.7% | $8,175-20.5% | $9,540-31.8% |