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 | $56,316 | $77,634-27.5% | $156,549-64.0% | $62,891-10.5% |
| Participation rate | 39.4% | 71.2%-31.8pp | 84.0%-44.6pp | 69.3%-29.9pp |
| Annual return | -2.02% | 50.32%-52.3pp | 32.23%-34.2pp | 20.14%-22.2pp |
| Employer contribution / active EE | $537 | $3,444-84.4% | $5,501-90.2% | $2,281-76.4% |
| Participant deferral / active EE | $1,215 | $3,045-60.1% | $4,871-75.1% | $3,203-62.1% |
| Admin fee / account holder | $14,225 | $5,561+155.8% | $13,027+9.2% | $4,296+231.2% |