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 | $51,981 | $50,958+2.0% | $74,550-30.3% | $64,186-19.0% |
| Participation rate | 16.3% | 61.1%-44.8pp | 69.1%-52.9pp | 69.6%-53.3pp |
| Annual return | -8.84% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $440 | $1,115-60.5% | $1,961-77.5% | $2,381-81.5% |
| Participant deferral / active EE | $1,024 | $2,301-55.5% | $3,108-67.0% | $3,470-70.5% |
| Admin fee / account holder | $1,053 | $4,223-75.1% | $5,060-79.2% | $4,888-78.5% |