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 | $45,256 | $94,529-52.1% | $140,016-67.7% | $64,186-29.5% |
| Participation rate | 48.2% | 84.1%-35.9pp | 87.5%-39.3pp | 69.6%-21.4pp |
| Annual return | -10.91% | 7.77%-18.7pp | 651.12%-662.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,687 | $3,812-55.8% | $5,606-69.9% | $2,381-29.1% |
| Participant deferral / active EE | $3,223 | $5,250-38.6% | $6,927-53.5% | $3,470-7.1% |
| Admin fee / account holder | $2,527 | $6,741-62.5% | $10,705-76.4% | $4,888-48.3% |