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 8-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 | $22,483 | $21,287+5.6% | - | $68,494-67.2% |
| Participation rate | 49.1% | 40.3%+8.8pp | - | 67.9%-18.8pp |
| Annual return | -18.59% | -16.24%-2.3pp | - | -7.84%-10.7pp |
| Employer contribution / active EE | $641 | $1,123-42.9% | - | $2,596-75.3% |
| Participant deferral / active EE | $2,129 | $1,533+38.9% | - | $4,027-47.1% |
| Admin fee / account holder | $1,950 | $2,220-12.2% | - | $5,403-63.9% |