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 | $43,391 | $73,867-41.3% | $143,757-69.8% | $68,494-36.6% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.3pp |
| Annual return | -19.61% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,582 | $3,184-50.3% | $4,951-68.0% | $2,596-39.1% |
| Participant deferral / active EE | $4,382 | $3,384+29.5% | $5,637-22.3% | $4,027+8.8% |
| Admin fee / account holder | $11,916 | $5,755+107.1% | $14,673-18.8% | $5,403+120.6% |