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 | $34,104 | $95,971-64.5% | $74,550-54.3% | $135,375-74.8% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -10.91% | 56.96%-67.9pp | 32.53%-43.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,209 | $2,716-55.5% | $1,961-38.3% | $4,779-74.7% |
| Participant deferral / active EE | $3,444 | $3,843-10.4% | $3,108+10.8% | $5,609-38.6% |
| Admin fee / account holder | $2,299 | $6,522-64.7% | $5,060-54.6% | $10,827-78.8% |