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 | $40,315 | $76,000-47.0% | $154,107-73.8% | $64,186-37.2% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -8.83% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.5pp |
| Employer contribution / active EE | $906 | $3,351-73.0% | $5,298-82.9% | $2,381-61.9% |
| Participant deferral / active EE | $2,042 | $3,175-35.7% | $5,081-59.8% | $3,470-41.1% |
| Admin fee / account holder | $419 | $5,596-92.5% | $13,411-96.9% | $4,888-91.4% |