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 | $46,573 | $91,538-49.1% | $129,995-64.2% | $75,163-38.0% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 10.56% | -631.11%+641.7pp | -137.18%+147.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,613 | $2,845-43.3% | $4,320-62.6% | $2,670-39.6% |
| Participant deferral / active EE | $2,695 | $4,341-37.9% | $5,820-53.7% | $4,125-34.7% |
| Admin fee / account holder | $4,760 | $6,790-29.9% | $10,614-55.2% | $5,651-15.8% |