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 | $52,268 | $99,032-47.2% | $80,019-34.7% | $135,375-61.4% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -9.88% | 15.39%-25.3pp | 11.22%-21.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,128 | $3,043-30.1% | $2,468-13.8% | $4,779-55.5% |
| Participant deferral / active EE | $4,552 | $4,282+6.3% | $3,686+23.5% | $5,609-18.8% |
| Admin fee / account holder | $1,823 | $10,436-82.5% | $6,521-72.0% | $10,827-83.2% |