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 | $20,002 | $57,354-65.1% | $83,848-76.1% | $64,186-68.8% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.3pp | 69.6%-16.7pp |
| Annual return | -8.62% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,523 | $2,545-0.9% | $3,631-30.5% | $2,381+6.0% |
| Participant deferral / active EE | $3,951 | $2,993+32.0% | $4,082-3.2% | $3,470+13.9% |
| Admin fee / account holder | $2,137 | $4,046-47.2% | $5,478-61.0% | $4,888-56.3% |