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 | $36,324 | $152,509-76.2% | $117,472-69.1% | $134,475-73.0% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -20.66% | 52.99%-73.7pp | 29.74%-50.4pp | 417.96%-438.6pp |
| Employer contribution / active EE | $466 | $5,571-91.6% | $4,176-88.8% | $4,740-90.2% |
| Participant deferral / active EE | $1,102 | $4,818-77.1% | $4,070-72.9% | $6,400-82.8% |
| Admin fee / account holder | $3,686 | $7,004-47.4% | $5,645-34.7% | $11,426-67.7% |