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 7-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 | $17,979 | $95,862-81.2% | $79,550-77.4% | $134,475-86.6% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -23.13% | -2.69%-20.4pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $966 | $3,128-69.1% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $3,108 | $4,693-33.8% | $3,985-22.0% | $6,400-51.4% |
| Admin fee / account holder | $1,970 | $9,126-78.4% | $6,832-71.2% | $11,426-82.8% |