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 | $39,677 | $77,813-49.0% | $123,544-67.9% | $64,186-38.2% |
| Participation rate | 63.0% | 74.7%-11.7pp | 82.3%-19.3pp | 69.6%-6.6pp |
| Annual return | -9.32% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,645 | $3,014-45.4% | $4,628-64.5% | $2,381-30.9% |
| Participant deferral / active EE | $2,446 | $5,240-53.3% | $6,426-61.9% | $3,470-29.5% |
| Admin fee / account holder | $711 | $5,519-87.1% | $9,284-92.3% | $4,888-85.5% |