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 | $41,013 | $100,754-59.3% | $86,677-52.7% | $134,475-69.5% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -34.44% | 29.04%-63.5pp | 35.91%-70.3pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,072 | $3,489-69.3% | $2,836-62.2% | $4,740-77.4% |
| Participant deferral / active EE | $3,071 | $5,338-42.5% | $4,656-34.0% | $6,400-52.0% |
| Admin fee / account holder | $6,985 | $10,926-36.1% | $7,493-6.8% | $11,426-38.9% |