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 | $26,323 | $77,813-66.2% | $123,544-78.7% | $64,186-59.0% |
| Participation rate | 45.5% | 74.7%-29.3pp | 82.3%-36.8pp | 69.6%-24.1pp |
| Annual return | -8.64% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,153 | $3,014-28.6% | $4,628-53.5% | $2,381-9.6% |
| Participant deferral / active EE | $4,450 | $5,240-15.1% | $6,426-30.7% | $3,470+28.3% |
| Admin fee / account holder | $4,424 | $5,519-19.8% | $9,284-52.3% | $4,888-9.5% |