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 | $40,198 | $32,117+25.2% | $71,086-43.5% | $64,186-37.4% |
| Participation rate | 12.5% | 42.7%-30.2pp | 54.7%-42.2pp | 69.6%-57.1pp |
| Annual return | -10.50% | -5.57%-4.9pp | 650.59%-661.1pp | 7.63%-18.1pp |
| Employer contribution / active EE | $450 | $712-36.8% | $1,088-58.6% | $2,381-81.1% |
| Participant deferral / active EE | $837 | $1,263-33.7% | $1,874-55.4% | $3,470-75.9% |
| Admin fee / account holder | $300 | $2,759-89.1% | $3,082-90.3% | $4,888-93.9% |