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 | $31,484 | $57,354-45.1% | $83,848-62.5% | $64,186-50.9% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -9.08% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $603 | $2,545-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $2,094 | $2,993-30.0% | $4,082-48.7% | $3,470-39.6% |
| Admin fee / account holder | $3,178 | $4,046-21.4% | $5,478-42.0% | $4,888-35.0% |