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 | $33,832 | $50,958-33.6% | $74,550-54.6% | $64,186-47.3% |
| Participation rate | 47.2% | 61.1%-13.8pp | 69.1%-21.9pp | 69.6%-22.3pp |
| Annual return | -12.36% | -1.86%-10.5pp | 32.53%-44.9pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,177 | $1,115+5.5% | $1,961-40.0% | $2,381-50.6% |
| Participant deferral / active EE | $2,551 | $2,301+10.9% | $3,108-17.9% | $3,470-26.5% |
| Admin fee / account holder | $1,308 | $4,223-69.0% | $5,060-74.1% | $4,888-73.2% |