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 | $55,465 | $73,867-24.9% | $143,757-61.4% | $68,494-19.0% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -20.90% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,405 | $3,184-55.9% | $4,951-71.6% | $2,596-45.9% |
| Participant deferral / active EE | $3,524 | $3,384+4.1% | $5,637-37.5% | $4,027-12.5% |
| Admin fee / account holder | $2,478 | $5,755-56.9% | $14,673-83.1% | $5,403-54.1% |