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 | $37,393 | $82,664-54.8% | $125,339-70.2% | $68,494-45.4% |
| Participation rate | 53.7% | 75.0%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -19.97% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,185 | $3,381-35.4% | $4,814-54.6% | $2,596-15.8% |
| Participant deferral / active EE | $6,572 | $6,110+7.5% | $7,446-11.7% | $4,027+63.2% |
| Admin fee / account holder | $3,004 | $6,275-52.1% | $10,010-70.0% | $5,403-44.4% |