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 | $26,003 | $76,000-65.8% | $154,107-83.1% | $64,186-59.5% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -8.63% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,056 | $3,351-38.6% | $5,298-61.2% | $2,381-13.6% |
| Participant deferral / active EE | $2,391 | $3,175-24.7% | $5,081-52.9% | $3,470-31.1% |
| Admin fee / account holder | $1,047 | $5,596-81.3% | $13,411-92.2% | $4,888-78.6% |