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 | $41,240 | $49,177-16.1% | $79,464-48.1% | $64,186-35.7% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.6%-12.4pp |
| Annual return | -8.47% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $902 | $2,076-56.6% | $2,800-67.8% | $2,381-62.1% |
| Participant deferral / active EE | $1,102 | $2,821-61.0% | $3,704-70.3% | $3,470-68.2% |
| Admin fee / account holder | $2,083 | $3,839-45.7% | $5,113-59.3% | $4,888-57.4% |