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 | $49,341 | $109,982-55.1% | $97,226-49.3% | $145,922-66.2% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-37.0pp | 80.3%-44.6pp |
| Annual return | -3.63% | 242.90%-246.5pp | 75.13%-78.8pp | 561.29%-564.9pp |
| Employer contribution / active EE | $936 | $3,084-69.6% | $2,729-65.7% | $4,660-79.9% |
| Participant deferral / active EE | $1,462 | $4,676-68.7% | $4,264-65.7% | $6,688-78.1% |
| Admin fee / account holder | $32,620 | $6,221+424.4% | $5,654+477.0% | $13,397+143.5% |