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 | $46,805 | $54,350-13.9% | $82,719-43.4% | $68,494-31.7% |
| Participation rate | 64.9% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.0pp |
| Annual return | -21.16% | -13.67%-7.5pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,045 | $2,218+37.3% | $3,009+1.2% | $2,596+17.3% |
| Participant deferral / active EE | $6,159 | $3,246+89.7% | $4,395+40.1% | $4,027+52.9% |
| Admin fee / account holder | $3,874 | $4,395-11.9% | $5,329-27.3% | $5,403-28.3% |