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 | $37,656 | $57,354-34.3% | $83,848-55.1% | $64,186-41.3% |
| Participation rate | 20.5% | 68.6%-48.1pp | 76.1%-55.6pp | 69.6%-49.1pp |
| Annual return | -11.40% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $589 | $2,545-76.9% | $3,631-83.8% | $2,381-75.3% |
| Participant deferral / active EE | $2,312 | $2,993-22.8% | $4,082-43.4% | $3,470-33.4% |
| Admin fee / account holder | $460 | $4,046-88.6% | $5,478-91.6% | $4,888-90.6% |