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 | $8,441 | $27,641-69.5% | $61,373-86.2% | $68,494-87.7% |
| Participation rate | 43.6% | 39.5%+4.1pp | 52.6%-8.9pp | 67.9%-24.3pp |
| Annual return | -23.23% | -13.24%-10.0pp | 338.61%-361.8pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $799 | $1,263-36.8% | $2,125-62.4% | $4,027-80.2% |
| Admin fee / account holder | $585 | $2,010-70.9% | $2,130-72.5% | $5,403-89.2% |