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 | $47,832 | $73,867-35.2% | $143,757-66.7% | $68,494-30.2% |
| Participation rate | 20.6% | 66.7%-46.1pp | 80.3%-59.7pp | 67.9%-47.3pp |
| Annual return | -19.64% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,205 | $3,184-62.2% | $4,951-75.7% | $2,596-53.6% |
| Participant deferral / active EE | $3,211 | $3,384-5.1% | $5,637-43.0% | $4,027-20.3% |
| Admin fee / account holder | $42,135 | $5,755+632.2% | $14,673+187.2% | $5,403+679.9% |