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 | $38,285 | $65,322-41.4% | $70,449-45.7% | $73,488-47.9% |
| Participation rate | 46.2% | 77.0%-30.7pp | 75.1%-28.8pp | 70.7%-24.5pp |
| Annual return | -0.50% | 15.71%-16.2pp | 109.03%-109.5pp | 28.51%-29.0pp |
| Employer contribution / active EE | $1,505 | $2,460-38.8% | $2,737-45.0% | $2,270-33.7% |
| Participant deferral / active EE | $2,623 | $3,375-22.3% | $3,709-29.3% | $3,740-29.8% |
| Admin fee / account holder | $1,156 | $214+440.1% | $3,845-69.9% | $513+125.3% |