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 | $39,472 | $62,586-36.9% | $76,768-48.6% | $64,186-38.5% |
| Participation rate | 63.2% | 72.8%-9.6pp | 77.0%-13.7pp | 69.6%-6.3pp |
| Annual return | -8.55% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,112 | $1,832+15.3% | $2,485-15.0% | $2,381-11.3% |
| Participant deferral / active EE | $3,787 | $3,145+20.4% | $3,852-1.7% | $3,470+9.2% |
| Admin fee / account holder | $5,944 | $4,667+27.4% | $6,675-10.9% | $4,888+21.6% |