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 | $30,702 | $69,010-55.5% | $159,960-80.8% | $68,494-55.2% |
| Participation rate | 44.8% | 65.4%-20.6pp | 78.0%-33.1pp | 67.9%-23.1pp |
| Annual return | -22.52% | -9.65%-12.9pp | 408.60%-431.1pp | -7.84%-14.7pp |
| Employer contribution / active EE | $780 | $2,213-64.8% | $4,226-81.5% | $2,596-70.0% |
| Participant deferral / active EE | $3,561 | $4,212-15.5% | $6,182-42.4% | $4,027-11.6% |
| Admin fee / account holder | $1,214 | $4,798-74.7% | $8,698-86.0% | $5,403-77.5% |