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 | $25,794 | $49,177-47.5% | $79,464-67.5% | $64,186-59.8% |
| Participation rate | 59.7% | 65.0%-5.4pp | 73.3%-13.7pp | 69.6%-9.9pp |
| Annual return | -8.54% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,485 | $2,076-28.5% | $2,800-47.0% | $2,381-37.6% |
| Participant deferral / active EE | $1,797 | $2,821-36.3% | $3,704-51.5% | $3,470-48.2% |
| Admin fee / account holder | $6,004 | $3,839+56.4% | $5,113+17.4% | $4,888+22.8% |