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 | $46,523 | $82,664-43.7% | $125,339-62.9% | $68,494-32.1% |
| Participation rate | 63.3% | 75.0%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,856 | $3,381-15.5% | $4,814-40.7% | $2,596+10.0% |
| Participant deferral / active EE | $7,509 | $6,110+22.9% | $7,446+0.8% | $4,027+86.5% |
| Admin fee / account holder | $8,622 | $6,275+37.4% | $10,010-13.9% | $5,403+59.6% |