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 | $47,990 | $53,596-10.5% | $90,645-47.1% | $64,186-25.2% |
| Participation rate | 67.7% | 64.5%+3.2pp | 74.0%-6.3pp | 69.6%-1.8pp |
| Annual return | -9.42% | 4.41%-13.8pp | 1.88%-11.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,094 | $1,503-27.2% | $2,532-56.8% | $2,381-54.0% |
| Participant deferral / active EE | $1,740 | $2,459-29.2% | $3,425-49.2% | $3,470-49.8% |
| Admin fee / account holder | $966 | $3,868-75.0% | $4,994-80.7% | $4,888-80.2% |