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 | $34,324 | $127,386-73.1% | $115,037-70.2% | $125,391-72.6% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -7.64% | 31.28%-38.9pp | 26.14%-33.8pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,856 | $5,166-64.1% | $4,608-59.7% | $4,866-61.9% |
| Participant deferral / active EE | $2,156 | $6,423-66.4% | $6,026-64.2% | $5,352-59.7% |
| Admin fee / account holder | $14,217 | $9,516+49.4% | $8,175+73.9% | $9,540+49.0% |