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 | $54,033 | $66,302-18.5% | $110,238-51.0% | $56,287-4.0% |
| Participation rate | 61.1% | 74.9%-13.8pp | 79.8%-18.7pp | 69.9%-8.7pp |
| Annual return | -6.93% | -1.18%-5.8pp | 314.74%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,126 | $2,047-45.0% | $3,826-70.6% | $2,111-46.6% |
| Participant deferral / active EE | $2,157 | $3,381-36.2% | $4,672-53.8% | $3,350-35.6% |
| Admin fee / account holder | $5,900 | $698+744.6% | $8,547-31.0% | $521+1032.5% |