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 | $15,739 | $45,152-65.1% | $73,843-78.7% | $59,632-73.6% |
| Participation rate | 48.8% | 64.0%-15.2pp | 73.4%-24.7pp | 68.7%-19.9pp |
| Annual return | -3.81% | 27.40%-31.2pp | 2267.84%-2271.7pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $516 | $1,902-72.9% | $2,787-81.5% | $2,203-76.6% |
| Participant deferral / active EE | $1,303 | $2,574-49.4% | $3,583-63.6% | $3,192-59.2% |
| Admin fee / account holder | $2,152 | $3,516-38.8% | $4,880-55.9% | $4,297-49.9% |