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 | $35,491 | $54,350-34.7% | $82,719-57.1% | $68,494-48.2% |
| Participation rate | 26.5% | 63.9%-37.4pp | 72.6%-46.0pp | 67.9%-41.4pp |
| Annual return | -20.67% | -13.67%-7.0pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $579 | $2,218-73.9% | $3,009-80.7% | $2,596-77.7% |
| Participant deferral / active EE | $1,276 | $3,246-60.7% | $4,395-71.0% | $4,027-68.3% |
| Admin fee / account holder | $1,648 | $4,395-62.5% | $5,329-69.1% | $5,403-69.5% |