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 | $19,666 | $69,207-71.6% | $64,056-69.3% | $139,434-85.9% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -28.26% | 45.88%-74.1pp | 33.69%-62.0pp | 372.94%-401.2pp |
| Employer contribution / active EE | $1,882 | $3,182-40.9% | $2,747-31.5% | $4,751-60.4% |
| Participant deferral / active EE | $2,283 | $4,682-51.2% | $3,880-41.2% | $6,710-66.0% |
| Admin fee / account holder | $678 | $4,244-84.0% | $3,068-77.9% | $11,403-94.1% |