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 | $29,484 | $77,813-62.1% | $123,544-76.1% | $64,186-54.1% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.3%-13.9pp | 69.6%-1.1pp |
| Annual return | -8.90% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,863 | $3,014-5.0% | $4,628-38.1% | $2,381+20.2% |
| Participant deferral / active EE | $5,250 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $3,391 | $5,519-38.6% | $9,284-63.5% | $4,888-30.6% |