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 | $52,854 | $50,958+3.7% | $74,550-29.1% | $64,186-17.7% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.1%-13.4pp | 69.6%-13.8pp |
| Annual return | -8.66% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $931 | $1,115-16.5% | $1,961-52.5% | $2,381-60.9% |
| Participant deferral / active EE | $2,736 | $2,301+18.9% | $3,108-12.0% | $3,470-21.1% |
| Admin fee / account holder | $1,818 | $4,223-56.9% | $5,060-64.1% | $4,888-62.8% |