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 | $30,971 | $57,354-46.0% | $83,848-63.1% | $64,186-51.7% |
| Participation rate | 61.4% | 68.6%-7.2pp | 76.1%-14.8pp | 69.6%-8.2pp |
| Annual return | -10.03% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $3,320 | $2,545+30.5% | $3,631-8.5% | $2,381+39.5% |
| Participant deferral / active EE | $1,957 | $2,993-34.6% | $4,082-52.1% | $3,470-43.6% |
| Admin fee / account holder | $523 | $4,046-87.1% | $5,478-90.4% | $4,888-89.3% |