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 | $43,253 | $57,354-24.6% | $83,848-48.4% | $64,186-32.6% |
| Participation rate | 25.0% | 68.6%-43.6pp | 76.1%-51.1pp | 69.6%-44.6pp |
| Annual return | -10.45% | 11.38%-21.8pp | 850.88%-861.3pp | 7.63%-18.1pp |
| Employer contribution / active EE | $539 | $2,545-78.8% | $3,631-85.2% | $2,381-77.4% |
| Participant deferral / active EE | $1,584 | $2,993-47.1% | $4,082-61.2% | $3,470-54.4% |
| Admin fee / account holder | $1,672 | $4,046-58.7% | $5,478-69.5% | $4,888-65.8% |