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 | $47,115 | $46,674+0.9% | $117,472-59.9% | $68,494-31.2% |
| Participation rate | 40.0% | 56.8%-16.8pp | 70.6%-30.6pp | 67.9%-27.9pp |
| Annual return | -23.00% | -14.52%-8.5pp | 29.74%-52.7pp | -7.84%-15.2pp |
| Employer contribution / active EE | $675 | $1,505-55.1% | $4,176-83.8% | $2,596-74.0% |
| Participant deferral / active EE | $1,493 | $2,636-43.4% | $4,070-63.3% | $4,027-62.9% |
| Admin fee / account holder | $13,211 | $4,020+228.7% | $5,645+134.1% | $5,403+144.5% |