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 | $47,451 | $76,000-37.6% | $154,107-69.2% | $64,186-26.1% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | -9.79% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,472 | $3,351-56.1% | $5,298-72.2% | $2,381-38.2% |
| Participant deferral / active EE | $2,047 | $3,175-35.5% | $5,081-59.7% | $3,470-41.0% |
| Admin fee / account holder | $1,934 | $5,596-65.4% | $13,411-85.6% | $4,888-60.4% |