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 | $52,182 | $85,790-39.2% | $67,313-22.5% | $135,375-61.5% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -9.63% | -0.54%-9.1pp | -4.08%-5.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,620 | $3,487-53.6% | $2,566-36.9% | $4,779-66.1% |
| Participant deferral / active EE | $3,398 | $4,651-26.9% | $3,568-4.8% | $5,609-39.4% |
| Admin fee / account holder | $2,810 | $6,392-56.0% | $4,507-37.6% | $10,827-74.0% |