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 6-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 | $46,622 | $82,664-43.6% | $125,339-62.8% | $68,494-31.9% |
| Participation rate | 45.5% | 75.0%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,029 | $3,381-40.0% | $4,814-57.8% | $2,596-21.8% |
| Participant deferral / active EE | $3,421 | $6,110-44.0% | $7,446-54.1% | $4,027-15.1% |
| Admin fee / account holder | $1,848 | $6,275-70.6% | $10,010-81.5% | $5,403-65.8% |