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 | $36,432 | $82,664-55.9% | $125,339-70.9% | $68,494-46.8% |
| Participation rate | 24.1% | 75.0%-51.0pp | 82.4%-58.3pp | 67.9%-43.8pp |
| Annual return | -21.32% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,072 | $3,381-68.3% | $4,814-77.7% | $2,596-58.7% |
| Participant deferral / active EE | $3,332 | $6,110-45.5% | $7,446-55.2% | $4,027-17.3% |
| Admin fee / account holder | $8,669 | $6,275+38.1% | $10,010-13.4% | $5,403+60.5% |