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 | $35,100 | $110,094-68.1% | $151,611-76.8% | $68,494-48.8% |
| Participation rate | 53.3% | 84.0%-30.6pp | 87.5%-34.2pp | 67.9%-14.6pp |
| Annual return | -18.68% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,553 | $4,471-65.3% | $6,166-74.8% | $2,596-40.2% |
| Participant deferral / active EE | $3,558 | $6,527-45.5% | $8,363-57.5% | $4,027-11.6% |
| Admin fee / account holder | $1,348 | $7,719-82.5% | $11,616-88.4% | $5,403-75.0% |