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 | $17,681 | $76,000-76.7% | $154,107-88.5% | $64,186-72.5% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | -10.45% | 30.32%-40.8pp | 735.12%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,257 | $3,351-62.5% | $5,298-76.3% | $2,381-47.2% |
| Participant deferral / active EE | $3,255 | $3,175+2.5% | $5,081-35.9% | $3,470-6.2% |
| Admin fee / account holder | $314 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |