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 | $35,217 | $54,350-35.2% | $82,719-57.4% | $68,494-48.6% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.9pp | 67.9%-27.2pp |
| Annual return | -19.99% | -13.67%-6.3pp | 701.18%-721.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,116 | $2,218-49.7% | $3,009-62.9% | $2,596-57.0% |
| Participant deferral / active EE | $1,784 | $3,246-45.0% | $4,395-59.4% | $4,027-55.7% |
| Admin fee / account holder | $1,703 | $4,395-61.3% | $5,329-68.0% | $5,403-68.5% |