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 | $30,473 | $52,681-42.2% | $75,781-59.8% | $59,632-48.9% |
| Participation rate | 62.9% | 67.2%-4.4pp | 75.8%-13.0pp | 68.7%-5.8pp |
| Annual return | -3.36% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,387 | $2,193-36.8% | $3,323-58.3% | $2,203-37.0% |
| Participant deferral / active EE | $4,316 | $2,591+66.6% | $3,651+18.2% | $3,192+35.2% |
| Admin fee / account holder | $339 | $3,610-90.6% | $5,299-93.6% | $4,297-92.1% |