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 | $30,793 | $53,162-42.1% | $91,220-66.2% | $68,494-55.0% |
| Participation rate | 41.4% | 63.2%-21.8pp | 73.2%-31.8pp | 67.9%-26.5pp |
| Annual return | -20.19% | -3.14%-17.0pp | 114.01%-134.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,196 | $1,709-30.0% | $2,850-58.0% | $2,596-53.9% |
| Participant deferral / active EE | $1,759 | $2,974-40.9% | $4,234-58.5% | $4,027-56.3% |
| Admin fee / account holder | $1,016 | $4,493-77.4% | $5,420-81.2% | $5,403-81.2% |