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 | $22,234 | $82,664-73.1% | $125,339-82.3% | $68,494-67.5% |
| Participation rate | 69.7% | 75.0%-5.3pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -22.08% | -5.97%-16.1pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,117 | $3,381-67.0% | $4,814-76.8% | $2,596-57.0% |
| Participant deferral / active EE | $5,491 | $6,110-10.1% | $7,446-26.3% | $4,027+36.4% |
| Admin fee / account holder | $2,551 | $6,275-59.3% | $10,010-74.5% | $5,403-52.8% |