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 | $38,800 | $54,350-28.6% | $82,719-53.1% | $68,494-43.4% |
| Participation rate | 62.1% | 63.9%-1.8pp | 72.6%-10.5pp | 67.9%-5.8pp |
| Annual return | -22.30% | -13.67%-8.6pp | 701.18%-723.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,942 | $2,218-12.4% | $3,009-35.5% | $2,596-25.2% |
| Participant deferral / active EE | $2,705 | $3,246-16.7% | $4,395-38.4% | $4,027-32.8% |
| Admin fee / account holder | $3,513 | $4,395-20.1% | $5,329-34.1% | $5,403-35.0% |